Meridian Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-29,601
| Closed | -$2.85M | – | 69 |
|
|
2015
Q4 | $2.85M | Buy |
29,601
+11,785
| +66% | +$1.13M | 1.83% | 17 |
|
|
2015
Q3 | $1.76M | Sell |
17,816
-15
| -0.1% | -$1.48K | 1.15% | 32 |
|
|
2015
Q2 | $1.73M | Buy |
17,831
+80
| +0.5% | +$7.75K | 1.05% | 36 |
|
|
2015
Q1 | $1.72M | Hold |
17,751
| – | – | 1.23% | 33 |
|
|
2014
Q4 | $1.97M | Hold |
17,751
| – | – | 1.43% | 31 |
|
|
2014
Q3 | $1.75M | Sell |
17,751
-100
| -0.6% | -$9.83K | 1.33% | 33 |
|
|
2014
Q2 | $1.83M | Hold |
17,851
| – | – | 1.37% | 34 |
|
|
2014
Q1 | $1.74M | Sell |
17,851
-50
| -0.3% | -$4.87K | 1.38% | 33 |
|
|
2013
Q4 | $1.88M | Sell |
17,901
-485
| -3% | -$51K | 1.5% | 30 |
|
|
2013
Q3 | $1.68M | Buy |
18,386
+325
| +2% | +$29.7K | 1.44% | 32 |
|
|
2013
Q2 | $1.57M | Buy |
+18,061
| New | +$1.57M | 1.38% | 33 |
|