Peachtree Investment Advisors’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 | $426K | Hold |
4,363
| – | – | 0.33% | 50 |
|
|
2018
Q3 | $509K | Hold |
4,363
| – | – | 0.35% | 53 |
|
|
2018
Q2 | $463K | Hold |
4,363
| – | – | 0.34% | 53 |
|
|
2018
Q1 | $457K | Hold |
4,363
| – | – | 0.34% | 54 |
|
|
2017
Q4 | $520K | Sell |
4,363
-150
| -3% | -$17.9K | 0.4% | 49 |
|
|
2017
Q3 | $542K | Hold |
4,513
| – | – | 0.47% | 47 |
|
|
2017
Q2 | $499K | Hold |
4,513
| – | – | 0.43% | 52 |
|
|
2017
Q1 | $484K | Buy |
4,513
+1,140
| +34% | +$122K | 0.44% | 54 |
|
|
2016
Q4 | $387K | Sell |
3,373
-300
| -8% | -$34.4K | 0.38% | 66 |
|
|
2016
Q3 | $402K | Hold |
3,673
| – | – | 0.39% | 59 |
|
|
2016
Q2 | $396K | Hold |
3,673
| – | – | 0.4% | 60 |
|
|
2016
Q1 | $387K | Hold |
3,673
| – | – | 0.39% | 62 |
|
|
2015
Q4 | $353K | Hold |
3,673
| – | – | 0.37% | 68 |
|
|
2015
Q3 | $362K | Hold |
3,673
| – | – | 0.38% | 71 |
|
|
2015
Q2 | $356K | Sell |
3,673
-225
| -6% | -$21.8K | 0.27% | 94 |
|
|
2015
Q1 | $378K | Buy |
3,898
+773
| +25% | +$75K | 0.27% | 90 |
|
|
2014
Q4 | $347K | Hold |
3,125
| – | – | 0.23% | 106 |
|
|
2014
Q3 | $307K | Buy |
3,125
+200
| +7% | +$19.6K | 0.21% | 110 |
|
|
2014
Q2 | $300K | Buy |
+2,925
| New | +$300K | 0.2% | 110 |
|