Matrix Asset Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $3.93M | Sell |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $9.13M | Buy |
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|
2020
Q1 | $7.58M | Buy |
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|
2019
Q4 | $8.01M | Sell |
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|
2019
Q3 | $11.3M | Sell |
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|
2019
Q2 | $10.9M | Buy |
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|
2019
Q1 | $9.81M | Buy |
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|
2018
Q4 | $8.51M | Buy |
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|
2018
Q3 | $9.79M | Sell |
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|
2018
Q2 | $9.36M | Sell |
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|
2018
Q1 | $9.23M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $10.2M | Buy |
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|
2017
Q2 | $9.3M | Buy |
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|
2017
Q1 | $6.89M | Buy |
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|
2016
Q4 | $6.11M | Buy |
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|
2016
Q3 | $5.45M | Buy |
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|
2016
Q2 | $4.43M | Buy |
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|
2016
Q1 | $4.21M | Buy |
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|
2015
Q4 | $2.86M | Buy |
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|
2015
Q3 | $2.85M | Buy |
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|
2015
Q2 | $2.7M | Sell |
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|
2015
Q1 | $4.1M | Buy |
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|
2014
Q4 | $4.64M | Buy |
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|
2014
Q3 | $3.95M | Buy |
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|
2014
Q2 | $4.06M | Sell |
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|
2014
Q1 | $4.49M | Buy |
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|
2013
Q4 | $4.78M | Buy |
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|
2013
Q3 | $3.86M | Buy |
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|
2013
Q2 | $3.61M | Buy |
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