San Francisco Sentry Investment Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $913K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $325K | Sell |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | $419K | Sell |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $446K | Sell |
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|
2017
Q1 | $452K | Sell |
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|
2016
Q4 | $498K | Buy |
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|
2016
Q3 | $417K | Hold |
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|
2016
Q2 | $411K | Sell |
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|
2016
Q1 | $460K | Buy |
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|
2015
Q4 | $338K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $290K | Buy |
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|
2015
Q1 | $237K | Hold |
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|
2014
Q4 | $272K | Hold |
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|
2014
Q3 | $240K | Hold |
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|
2014
Q2 | $251K | Buy |
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|
2014
Q1 | $233K | Hold |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $219K | Hold |
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|
2013
Q2 | $207K | Buy |
|