Private Ocean’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $42.4K | Sell |
310
-30
| -9% | -$4.11K | ﹤0.01% | 275 |
|
|
2024
Q1 | $50.5K | Buy |
340
+26
| +8% | +$3.87K | 0.01% | 242 |
|
|
2023
Q4 | $49.4K | Hold |
314
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $49K | Hold |
314
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $56.3K | Hold |
314
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $60.9K | Buy |
314
+4
| +1% | +$776 | 0.01% | 213 |
|
|
2022
Q4 | $53.7K | Sell |
310
-698
| -69% | -$121K | 0.01% | 216 |
|
|
2022
Q3 | $162K | Sell |
1,008
-99
| -9% | -$15.9K | 0.03% | 129 |
|
|
2022
Q2 | $202K | Buy |
1,107
+130
| +13% | +$23.7K | 0.03% | 119 |
|
|
2022
Q1 | $210K | Hold |
977
| – | – | 0.03% | 121 |
|
|
2021
Q4 | $209K | Buy |
977
+290
| +42% | +$62K | 0.02% | 128 |
|
|
2021
Q3 | $125K | Buy |
687
+251
| +58% | +$45.7K | 0.02% | 164 |
|
|
2021
Q2 | $91K | Sell |
436
-60
| -12% | -$12.5K | 0.01% | 179 |
|
|
2021
Q1 | $84K | Sell |
496
-1
| -0.2% | -$169 | 0.01% | 193 |
|
|
2020
Q4 | $84K | Buy |
497
+1
| +0.2% | +$169 | 0.02% | 173 |
|
|
2020
Q3 | $83K | Sell |
496
-30
| -6% | -$5.02K | 0.02% | 167 |
|
|
2020
Q2 | $58K | Hold |
526
| – | – | 0.01% | 190 |
|
|
2020
Q1 | $49K | Buy |
526
+60
| +13% | +$5.59K | 0.01% | 212 |
|
|
2019
Q4 | $55K | Sell |
466
-61
| -12% | -$7.2K | 0.01% | 226 |
|
|
2019
Q3 | $64K | Buy |
527
+61
| +13% | +$7.41K | 0.02% | 202 |
|
|
2019
Q2 | $48K | Hold |
466
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $52K | Hold |
466
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $45K | Buy |
466
+166
| +55% | +$16K | 0.01% | 175 |
|
|
2018
Q3 | $35K | Sell |
300
-200
| -40% | -$23.3K | 0.02% | 180 |
|
|
2018
Q2 | $53K | Sell |
500
-50
| -9% | -$5.3K | 0.02% | 156 |
|
|
2018
Q1 | $57K | Buy |
+550
| New | +$57K | 0.03% | 164 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | -$2K | – | 180 |
|
|
2016
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 179 |
|