Meridian Financial Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,051
| Closed | -$1.32M | – | 85 |
|
|
2023
Q2 | $1.32M | Buy |
+7,051
| New | +$1.32M | 0.79% | 28 |
|
|
2022
Q3 | – | Sell |
-6,829
| Closed | -$1.26M | – | 81 |
|
|
2022
Q2 | $1.26M | Buy |
+6,829
| New | +$1.26M | 0.85% | 30 |
|
|
2022
Q1 | – | Sell |
-7,047
| Closed | -$1.44M | – | 80 |
|
|
2021
Q4 | $1.44M | Buy |
7,047
+301
| +4% | +$61.3K | 0.97% | 24 |
|
|
2021
Q3 | $1.23M | Buy |
6,746
+8
| +0.1% | +$1.46K | 0.82% | 26 |
|
|
2021
Q2 | $1.43M | Buy |
6,738
+129
| +2% | +$27.4K | 0.98% | 20 |
|
|
2021
Q1 | $1.19M | Buy |
6,609
+143
| +2% | +$25.7K | 0.89% | 22 |
|
|
2020
Q4 | $1.03M | Sell |
6,466
-53
| -0.8% | -$8.48K | 0.8% | 24 |
|
|
2020
Q3 | $1.1M | Hold |
6,519
| – | – | 0.92% | 22 |
|
|
2020
Q2 | $752K | Buy |
6,519
+305
| +5% | +$35.2K | 0.68% | 28 |
|
|
2020
Q1 | $638K | Buy |
6,214
+185
| +3% | +$19K | 0.69% | 22 |
|
|
2019
Q4 | $703K | Buy |
6,029
+81
| +1% | +$9.45K | 0.7% | 24 |
|
|
2019
Q3 | $685K | Buy |
5,948
+95
| +2% | +$10.9K | 0.77% | 22 |
|
|
2019
Q2 | $599K | Buy |
5,853
+17
| +0.3% | +$1.74K | 0.67% | 26 |
|
|
2019
Q1 | $668K | Buy |
+5,836
| New | +$668K | 0.76% | 23 |
|