Next Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.86M | Buy |
8,669
+1,517
| +21% | +$325K | 0.12% | 186 |
|
|
2021
Q3 | $1.3M | Buy |
7,152
+163
| +2% | +$29.7K | 0.1% | 218 |
|
|
2021
Q2 | $1.45M | Sell |
6,989
-55
| -0.8% | -$11.4K | 0.12% | 198 |
|
|
2021
Q1 | $1.2M | Sell |
7,044
-1,607
| -19% | -$273K | 0.11% | 214 |
|
|
2020
Q4 | $1.46M | Buy |
8,651
+36
| +0.4% | +$6.06K | 0.14% | 156 |
|
|
2020
Q3 | $1.44M | Buy |
8,615
+1,856
| +27% | +$309K | 0.15% | 141 |
|
|
2020
Q2 | $751K | Buy |
6,759
+425
| +7% | +$47.2K | 0.09% | 236 |
|
|
2020
Q1 | $592K | Sell |
6,334
-360
| -5% | -$33.6K | 0.08% | 236 |
|
|
2019
Q4 | $784K | Sell |
6,694
-218
| -3% | -$25.5K | 0.08% | 266 |
|
|
2019
Q3 | $828K | Buy |
6,912
+65
| +0.9% | +$7.79K | 0.09% | 258 |
|
|
2019
Q2 | $707K | Buy |
6,847
+5,289
| +339% | +$546K | 0.08% | 280 |
|
|
2019
Q1 | $174K | Sell |
1,558
-7,163
| -82% | -$800K | 0.04% | 400 |
|
|
2018
Q4 | $851K | Buy |
8,721
+4,117
| +89% | +$402K | 0.18% | 151 |
|
|
2018
Q3 | $537K | Sell |
4,604
-2,133
| -32% | -$249K | 0.25% | 91 |
|
|
2018
Q2 | $716K | Sell |
6,737
-817
| -11% | -$86.8K | 0.28% | 94 |
|
|
2018
Q1 | $791K | Buy |
7,554
+160
| +2% | +$16.8K | 0.17% | 153 |
|
|
2017
Q4 | $881K | Sell |
7,394
-1,464
| -17% | -$174K | 0.38% | 81 |
|
|
2017
Q3 | $1.05M | Sell |
8,858
-619
| -7% | -$73.2K | 0.29% | 85 |
|
|
2017
Q2 | $1.05M | Buy |
9,477
+241
| +3% | +$26.7K | 0.26% | 95 |
|
|
2017
Q1 | $992K | Buy |
9,236
+2,562
| +38% | +$275K | 0.28% | 88 |
|
|
2016
Q4 | $765K | Sell |
6,674
-245
| -4% | -$28.1K | 0.13% | 173 |
|
|
2016
Q3 | $757K | Buy |
6,919
+945
| +16% | +$103K | 0.14% | 168 |
|
|
2016
Q2 | $643K | Buy |
5,974
+857
| +17% | +$92.2K | 0.2% | 121 |
|
|
2016
Q1 | $539K | Buy |
5,117
+494
| +11% | +$52K | 0.19% | 120 |
|
|
2015
Q4 | $444K | Buy |
4,623
+365
| +9% | +$35.1K | 0.17% | 143 |
|
|
2015
Q3 | $420K | Buy |
4,258
+995
| +30% | +$98.1K | 0.15% | 151 |
|
|
2015
Q2 | $316K | Sell |
3,263
-249
| -7% | -$24.1K | 0.11% | 201 |
|
|
2015
Q1 | $340K | Sell |
3,512
-53
| -1% | -$5.13K | 0.11% | 201 |
|
|
2014
Q4 | $396K | Sell |
3,565
-3,383
| -49% | -$376K | 0.13% | 173 |
|
|
2014
Q3 | $683K | Buy |
+6,948
| New | +$683K | 0.14% | 165 |
|