Patriot Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $7.22M | Sell |
74,034
-1,797
| -2% | -$175K | 1.06% | 39 |
|
|
2018
Q3 | $8.85M | Buy |
75,831
+1,566
| +2% | +$183K | 1.12% | 35 |
|
|
2018
Q2 | $7.89M | Buy |
74,265
+1,898
| +3% | +$202K | 1.08% | 36 |
|
|
2018
Q1 | $7.57M | Buy |
72,367
+1,675
| +2% | +$175K | 1.08% | 31 |
|
|
2017
Q4 | $8.42M | Buy |
70,692
+551
| +0.8% | +$65.7K | 1.19% | 26 |
|
|
2017
Q3 | $8.42M | Buy |
70,141
+391
| +0.6% | +$47K | 1.37% | 21 |
|
|
2017
Q2 | $7.71M | Buy |
69,750
+2,404
| +4% | +$266K | 1.29% | 22 |
|
|
2017
Q1 | $7.23M | Buy |
67,346
+1,997
| +3% | +$214K | 1.16% | 31 |
|
|
2016
Q4 | $7.49M | Sell |
65,349
-404
| -0.6% | -$46.3K | 1.42% | 22 |
|
|
2016
Q3 | $7.19M | Sell |
65,753
-1,858
| -3% | -$203K | 1.39% | 24 |
|
|
2016
Q2 | $7.28M | Buy |
67,611
+1,519
| +2% | +$164K | 1.44% | 22 |
|
|
2016
Q1 | $6.97M | Buy |
66,092
+892
| +1% | +$94.1K | 1.41% | 21 |
|
|
2015
Q4 | $6.27M | Buy |
65,200
+190
| +0.3% | +$18.3K | 1.3% | 27 |
|
|
2015
Q3 | $6.42M | Buy |
65,010
+8,681
| +15% | +$857K | 1.48% | 23 |
|
|
2015
Q2 | $5.46M | Buy |
56,329
+561
| +1% | +$54.4K | 1.22% | 29 |
|
|
2015
Q1 | $5.41M | Buy |
55,768
+2,041
| +4% | +$198K | 1.2% | 30 |
|
|
2014
Q4 | $5.97M | Buy |
53,727
+12,352
| +30% | +$1.37M | 1.4% | 24 |
|
|
2014
Q3 | $4.07M | Buy |
41,375
+1,079
| +3% | +$106K | 1% | 43 |
|
|
2014
Q2 | $4.14M | Buy |
40,296
+240
| +0.6% | +$24.6K | 1.05% | 40 |
|
|
2014
Q1 | $3.9M | Buy |
40,056
+475
| +1% | +$46.3K | 1.04% | 39 |
|
|
2013
Q4 | $4.16M | Sell |
39,581
-222
| -0.6% | -$23.3K | 1.15% | 34 |
|
|
2013
Q3 | $3.64M | Buy |
+39,803
| New | +$3.64M | 1.08% | 40 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 39 |
|