Sonora Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $105K | Sell |
578
-81
| -12% | -$14.7K | 0.01% | 294 |
|
|
2021
Q2 | $137K | Buy |
659
+100
| +18% | +$20.8K | 0.02% | 240 |
|
|
2021
Q1 | $95K | Sell |
559
-3
| -0.5% | -$510 | 0.01% | 424 |
|
|
2020
Q4 | $95K | Buy |
562
+73
| +15% | +$12.3K | 0.01% | 427 |
|
|
2020
Q3 | $81K | Buy |
489
+29
| +6% | +$4.8K | 0.01% | 435 |
|
|
2020
Q2 | $51K | Buy |
460
+2
| +0.4% | +$222 | 0.01% | 513 |
|
|
2020
Q1 | $43K | Buy |
458
+139
| +44% | +$13.1K | 0.01% | 538 |
|
|
2019
Q4 | $37K | Sell |
319
-153
| -32% | -$17.7K | ﹤0.01% | 642 |
|
|
2019
Q3 | $57K | Buy |
472
+53
| +13% | +$6.4K | 0.01% | 465 |
|
|
2019
Q2 | $43K | Buy |
419
+5
| +1% | +$513 | ﹤0.01% | 591 |
|
|
2019
Q1 | $46K | Hold |
414
| – | – | 0.01% | 540 |
|
|
2018
Q4 | $40K | Buy |
414
+39
| +10% | +$3.77K | 0.01% | 442 |
|
|
2018
Q3 | $44K | Sell |
375
-55
| -13% | -$6.45K | 0.01% | 441 |
|
|
2018
Q2 | $46K | Buy |
430
+55
| +15% | +$5.88K | 0.01% | 425 |
|
|
2018
Q1 | $39.2K | Hold |
375
| – | – | 0.01% | 429 |
|
|
2017
Q4 | $44.7K | Hold |
375
| – | – | 0.01% | 417 |
|
|
2017
Q3 | $45K | Sell |
375
-321
| -46% | -$38.5K | 0.01% | 364 |
|
|
2017
Q2 | $77K | Hold |
696
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $74.7K | Buy |
696
+100
| +17% | +$10.7K | 0.01% | 276 |
|
|
2016
Q4 | $68.3K | Hold |
596
| – | – | 0.01% | 257 |
|
|
2016
Q3 | $65.2K | Buy |
596
+106
| +22% | +$11.6K | 0.01% | 261 |
|
|
2016
Q2 | $52.8K | Sell |
490
-309
| -39% | -$33.3K | 0.01% | 258 |
|
|
2016
Q1 | $84K | Buy |
799
+9
| +1% | +$946 | 0.02% | 218 |
|
|
2015
Q4 | $76K | Buy |
790
+76
| +11% | +$7.31K | 0.02% | 183 |
|
|
2015
Q3 | $68K | Buy |
+714
| New | +$68K | 0.02% | 182 |
|