Sargent Bickham Lagudis’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.13M | Buy |
6,496
+267
| +4% | +$46.4K | 0.09% | 127 |
|
2022
Q3 | $1.01M | Sell |
6,229
-71
| -1% | -$11.5K | 0.09% | 126 |
|
2022
Q2 | $1.15M | Buy |
6,300
+242
| +4% | +$44.2K | 0.1% | 127 |
|
2022
Q1 | $1.3M | Buy |
6,058
+5,415
| +842% | +$1.16M | 0.1% | 120 |
|
2021
Q4 | $138K | Sell |
643
-46
| -7% | -$9.87K | 0.01% | 295 |
|
2021
Q3 | $125K | Buy |
689
+48
| +7% | +$8.71K | 0.01% | 302 |
|
2021
Q2 | $133K | Buy |
641
+1
| +0.2% | +$207 | 0.01% | 306 |
|
2021
Q1 | $109K | Buy |
640
+55
| +9% | +$9.37K | 0.01% | 325 |
|
2020
Q4 | $99K | Buy |
585
+1
| +0.2% | +$169 | 0.01% | 332 |
|
2020
Q3 | $97K | Buy |
584
+1
| +0.2% | +$166 | 0.01% | 297 |
|
2020
Q2 | $65K | Buy |
583
+152
| +35% | +$16.9K | 0.01% | 326 |
|
2020
Q1 | $40K | Buy |
431
+180
| +72% | +$16.7K | 0.01% | 373 |
|
2019
Q4 | $29K | Buy |
251
+88
| +54% | +$10.2K | ﹤0.01% | 469 |
|
2019
Q3 | $19K | Buy |
163
+2
| +1% | +$233 | ﹤0.01% | 484 |
|
2019
Q2 | $17K | Buy |
161
+1
| +0.6% | +$106 | ﹤0.01% | 526 |
|
2019
Q1 | $18K | Buy |
160
+2
| +1% | +$225 | ﹤0.01% | 528 |
|
2018
Q4 | $15K | Buy |
158
+1
| +0.6% | +$95 | ﹤0.01% | 532 |
|
2018
Q3 | $18K | Buy |
157
+1
| +0.6% | +$115 | ﹤0.01% | 521 |
|
2018
Q2 | $17K | Buy |
156
+1
| +0.6% | +$109 | ﹤0.01% | 522 |
|
2018
Q1 | $16K | Buy |
155
+2
| +1% | +$206 | ﹤0.01% | 517 |
|
2017
Q4 | $18K | Buy |
153
+1
| +0.7% | +$118 | ﹤0.01% | 513 |
|
2017
Q3 | $18K | Buy |
152
+1
| +0.7% | +$118 | ﹤0.01% | 514 |
|
2017
Q2 | $17K | Buy |
151
+1
| +0.7% | +$113 | ﹤0.01% | 503 |
|
2017
Q1 | $16K | Buy |
150
+100
| +200% | +$10.7K | ﹤0.01% | 522 |
|
2016
Q4 | $6K | Sell |
50
-149
| -75% | -$17.9K | ﹤0.01% | 616 |
|
2016
Q3 | $22 | Buy |
+199
| New | +$22 | ﹤0.01% | 467 |
|