PPSG
Princeton Portfolio Strategies Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $267K | Sell |
1,285
-650
| -34% | -$135K | 0.05% | 132 |
|
|
2021
Q1 | $329K | Hold |
1,935
| – | – | 0.06% | 135 |
|
|
2020
Q4 | $326K | Hold |
1,935
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $322K | Sell |
1,935
-350
| -15% | -$58.2K | 0.07% | 129 |
|
|
2020
Q2 | $254K | Sell |
2,285
-200
| -8% | -$22.2K | 0.06% | 137 |
|
|
2020
Q1 | $232K | Hold |
2,485
| – | – | 0.07% | 128 |
|
|
2019
Q4 | $291K | Hold |
2,485
| – | – | 0.07% | 126 |
|
|
2019
Q3 | $298K | Sell |
2,485
-100
| -4% | -$12K | 0.07% | 125 |
|
|
2019
Q2 | $267K | Sell |
2,585
-265
| -9% | -$27.4K | 0.07% | 134 |
|
|
2019
Q1 | $318K | Sell |
2,850
-3,123
| -52% | -$348K | 0.08% | 130 |
|
|
2018
Q4 | $583K | Sell |
5,973
-620
| -9% | -$60.5K | 0.18% | 109 |
|
|
2018
Q3 | $770K | Sell |
6,593
-4,722
| -42% | -$551K | 0.2% | 101 |
|
|
2018
Q2 | $1.2M | Hold |
11,315
| – | – | 0.35% | 74 |
|
|
2018
Q1 | $1.18M | Sell |
11,315
-1,700
| -13% | -$178K | 0.34% | 80 |
|
|
2017
Q4 | $1.55M | Sell |
13,015
-150
| -1% | -$17.9K | 0.42% | 71 |
|
|
2017
Q3 | $1.58M | Sell |
13,165
-264
| -2% | -$31.7K | 0.43% | 66 |
|
|
2017
Q2 | $1.49M | Sell |
13,429
-1,420
| -10% | -$157K | 0.42% | 65 |
|
|
2017
Q1 | $1.59M | Buy |
14,849
+150
| +1% | +$16.1K | 0.47% | 61 |
|
|
2016
Q4 | $1.69M | Buy |
14,699
+385
| +3% | +$44.1K | 0.53% | 58 |
|
|
2016
Q3 | $1.57M | Buy |
14,314
+900
| +7% | +$98.4K | 0.49% | 60 |
|
|
2016
Q2 | $1.45M | Buy |
13,414
+38
| +0.3% | +$4.09K | 0.47% | 62 |
|
|
2016
Q1 | $1.41M | Buy |
13,376
+400
| +3% | +$42.2K | 0.48% | 61 |
|
|
2015
Q4 | $1.25M | Buy |
12,976
+10
| +0.1% | +$963 | 0.44% | 61 |
|
|
2015
Q3 | $1.28M | Sell |
12,966
-131
| -1% | -$12.9K | 0.52% | 59 |
|
|
2015
Q2 | $1.27M | Buy |
13,097
+925
| +8% | +$89.6K | 0.45% | 66 |
|
|
2015
Q1 | $1.18M | Buy |
12,172
+200
| +2% | +$19.4K | 0.46% | 66 |
|
|
2014
Q4 | $1.33M | Sell |
11,972
-6,544
| -35% | -$728K | 0.53% | 65 |
|
|
2014
Q3 | $1.82M | Buy |
18,516
+450
| +2% | +$44.2K | 0.77% | 53 |
|
|
2014
Q2 | $1.86M | Sell |
18,066
-3,854
| -18% | -$396K | 0.8% | 52 |
|
|
2014
Q1 | $2.14M | Sell |
21,920
-2,375
| -10% | -$231K | 1.41% | 19 |
|
|
2013
Q4 | $2.55M | Sell |
24,295
-1,740
| -7% | -$183K | 1.72% | 12 |
|
|
2013
Q3 | $2.38M | Sell |
26,035
-635
| -2% | -$58K | 1.75% | 14 |
|
|
2013
Q2 | $2.31M | Buy |
+26,670
| New | +$2.31M | 1.89% | 13 |
|