Marcus Capital’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.17M | Buy |
10,000
+500
| +5% | +$58.4K | 3.4% | 11 |
|
|
2018
Q2 | $1.01M | Buy |
9,500
+850
| +10% | +$90.3K | 3.21% | 10 |
|
|
2018
Q1 | $905K | Buy |
8,650
+900
| +12% | +$94.2K | 3.33% | 10 |
|
|
2017
Q4 | $923K | Sell |
7,750
-9,700
| -56% | -$1.16M | 3.53% | 8 |
|
|
2017
Q3 | $2.1M | Sell |
17,450
-9,875
| -36% | -$1.19M | 2.98% | 11 |
|
|
2017
Q2 | $3.02M | Buy |
27,325
+175
| +0.6% | +$19.4K | 2.59% | 16 |
|
|
2017
Q1 | $2.91M | Buy |
27,150
+6,900
| +34% | +$740K | 2.72% | 17 |
|
|
2016
Q4 | $2.32M | Sell |
20,250
-50
| -0.2% | -$5.73K | 2.5% | 18 |
|
|
2016
Q3 | $2.22M | Buy |
20,300
+75
| +0.4% | +$8.2K | 2.13% | 20 |
|
|
2016
Q2 | $2.18M | Sell |
20,225
-100
| -0.5% | -$10.8K | 2.29% | 19 |
|
|
2016
Q1 | $2.14M | Buy |
20,325
+75
| +0.4% | +$7.91K | 2.36% | 18 |
|
|
2015
Q4 | $1.95M | Buy |
+20,250
| New | +$1.95M | 2.07% | 23 |
|