PC
Palo Capital’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.88M | Buy |
50,019
+17,675
| +55% | +$1.72M | 2.07% | 6 |
|
|
2018
Q3 | $3.78M | Buy |
32,344
+538
| +2% | +$62.8K | 1.36% | 24 |
|
|
2018
Q2 | $3.38M | Sell |
31,806
-30
| -0.1% | -$3.19K | 1.23% | 26 |
|
|
2018
Q1 | $3.33M | Buy |
31,836
+1,384
| +5% | +$145K | 1.21% | 27 |
|
|
2017
Q4 | $3.63M | Buy |
30,452
+2,434
| +9% | +$290K | 1.62% | 19 |
|
|
2017
Q3 | $3.37M | Buy |
28,018
+717
| +3% | +$86.1K | 1.78% | 12 |
|
|
2017
Q2 | $3.02M | Sell |
27,301
-11
| -0% | -$1.22K | 1.71% | 13 |
|
|
2017
Q1 | $2.93M | Sell |
27,312
-237
| -0.9% | -$25.4K | 1.73% | 13 |
|
|
2016
Q4 | $3.16M | Buy |
27,549
+918
| +3% | +$105K | 1.99% | 5 |
|
|
2016
Q3 | $2.91M | Sell |
26,631
-475
| -2% | -$51.9K | 2.02% | 6 |
|
|
2016
Q2 | $2.92M | Buy |
27,106
+13,416
| +98% | +$1.45M | 1% | 35 |
|
|
2016
Q1 | $1.44M | Hold |
13,690
| – | – | 1.14% | 21 |
|
|
2015
Q4 | $1.32M | Hold |
13,690
| – | – | 1.19% | 25 |
|
|
2015
Q3 | $1.35M | Hold |
13,690
| – | – | 1.18% | 23 |
|
|
2015
Q2 | $1.33M | Hold |
13,690
| – | – | 1.04% | 35 |
|
|
2015
Q1 | $1.33M | Sell |
13,690
-140
| -1% | -$13.6K | 1.08% | 33 |
|
|
2014
Q4 | $1.54M | Buy |
+13,830
| New | +$1.54M | 1.29% | 23 |
|