Simplicity Solutions’s United Parcel Service UPS Stock Holding History

Simplicity Solutions’s Portfolio UPS Stock Details UPS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.27M	Buy	33,533 +5,806	+21%	+$913K	0.14%	127
2023 Q3	$4.32M	Sell	27,727 -3,301	-11%	-$515K	0.14%	137
2023 Q2	$5.56M	Sell	31,028 -2,814	-8%	-$504K	0.15%	129
2023 Q1	$6.57M	Buy	33,842 +25,323	+297%	+$4.91M	0.17%	112
2022 Q4	$1.48M	Sell	8,519 -1,568	-16%	-$273K	0.2%	121
2022 Q3	$1.63M	Buy	10,087 +1,086	+12%	+$175K	0.24%	101
2022 Q2	$1.64M	Buy	9,001 +1,350	+18%	+$246K	0.21%	114
2022 Q1	$1.64M	Sell	7,651 -895	-10%	-$192K	0.2%	110
2021 Q4	$1.83M	Buy	8,546 +1,158	+16%	+$248K	0.2%	122
2021 Q3	$1.35M	Buy	7,388 +739	+11%	+$135K	0.21%	113
2021 Q2	$1.38M	Buy	6,649 +2,367	+55%	+$492K	0.27%	76
2021 Q1	$728K	Sell	4,282 -39,837	-90%	-$6.77M	0.16%	143
2020 Q4	$7.43M	Sell	44,119 -3,074	-7%	-$518K	0.11%	177
2020 Q3	$7.86M	Sell	47,193 -2,571	-5%	-$428K	0.14%	132
2020 Q2	$5.53M	Buy	49,764 +14,402	+41%	+$1.6M	0.11%	170
2020 Q1	$3.3M	Buy	35,362 +10,250	+41%	+$958K	0.1%	169
2019 Q4	$2.94M	Buy	25,112 +1,579	+7%	+$185K	0.09%	186
2019 Q3	$2.82M	Sell	23,533 -2,482	-10%	-$297K	0.11%	145
2019 Q2	$2.69M	Sell	26,015 -12,352	-32%	-$1.28M	0.12%	134
2019 Q1	$4.29M	Buy	38,367 +15,431	+67%	+$1.72M	0.26%	88
2018 Q4	$2.24M	Buy	22,936 +2,709	+13%	+$264K	0.29%	90
2018 Q3	$2.36M	Sell	20,227 -537	-3%	-$62.7K	0.13%	96
2018 Q2	$2.21M	Buy	20,764 +898	+5%	+$95.4K	0.16%	77
2018 Q1	$2.08M	Sell	19,866 -483	-2%	-$50.5K	0.18%	72
2017 Q4	$2.42M	Buy	20,349 +12,048	+145%	+$1.44M	0.24%	69
2017 Q3	$997K	Sell	8,301 -11,684	-58%	-$1.4M	0.67%	26
2017 Q2	$2.21M	Buy	19,985 +873	+5%	+$96.5K	0.26%	68
2017 Q1	$2.05M	Buy	19,112 +11,908	+165%	+$1.28M	0.32%	59
2016 Q4	$826K	Buy	7,204 +3,174	+79%	+$364K	0.19%	126
2016 Q3	$441K	Buy	4,030 +262	+7%	+$28.7K	0.21%	122
2016 Q2	$406K	Buy	3,768 +699	+23%	+$75.3K	0.22%	128
2016 Q1	$324K	Sell	3,069 -16,934	-85%	-$1.79M	0.2%	149
2015 Q4	$1.93M	Buy	+20,003	New	+$1.93M	0.23%	121