Meitav Investment House’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,750
| Closed | -$747K | – | 347 |
|
|
2023
Q4 | $747K | Hold |
4,750
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $731K | Hold |
4,750
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $835K | Hold |
4,750
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $909K | Hold |
4,750
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $829K | Hold |
4,750
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $790K | Hold |
4,750
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $864K | Sell |
4,750
-1,335
| -22% | -$243K | 0.01% | 241 |
|
|
2022
Q1 | $1.32M | Hold |
6,085
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $1.3M | Hold |
6,085
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $1.12M | Hold |
6,085
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $1.27M | Buy |
6,085
+500
| +9% | +$104K | 0.03% | 219 |
|
|
2021
Q1 | $947 | Buy |
+5,585
| New | +$947 | 0.03% | 214 |
|
|
2020
Q4 | – | Sell |
-10,344
| Closed | -$1.73M | – | 465 |
|
|
2020
Q3 | $1.73M | Sell |
10,344
-4,204
| -29% | -$701K | 0.09% | 118 |
|
|
2020
Q2 | $1.62M | Buy |
14,548
+4,637
| +47% | +$515K | 0.1% | 109 |
|
|
2020
Q1 | $926K | Sell |
9,911
-1,641
| -14% | -$153K | 0.07% | 154 |
|
|
2019
Q4 | $1.35M | Sell |
11,552
-854
| -7% | -$99.9K | 0.1% | 128 |
|
|
2019
Q3 | $1.48M | Buy |
12,406
+5,922
| +91% | +$704K | 0.11% | 118 |
|
|
2019
Q2 | $659K | Buy |
6,484
+2,070
| +47% | +$210K | 0.04% | 200 |
|
|
2019
Q1 | $489K | Buy |
4,414
+635
| +17% | +$70.3K | 0.03% | 242 |
|
|
2018
Q4 | $369K | Sell |
3,779
-1,006
| -21% | -$98.2K | 0.02% | 230 |
|
|
2018
Q3 | $559K | Buy |
4,785
+450
| +10% | +$52.6K | 0.03% | 301 |
|
|
2018
Q2 | $836K | Buy |
4,335
+1,335
| +45% | +$257K | 0.04% | 241 |
|
|
2018
Q1 | $314K | Hold |
3,000
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $357K | Buy |
+3,000
| New | +$357K | 0.02% | 173 |
|