SpiderRock Advisors’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
Q3 | $24.6M | Buy |
180,311
+48,433
| +37% | +$6.6M | 0.39% | 34 |
|
|
2024
Q2 | $18M | Buy |
131,878
+53,090
| +67% | +$7.27M | 0.36% | 39 |
|
|
2024
Q1 | $12M | Buy |
+78,788
| New | +$12M | 0.3% | 48 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 166 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 153 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 150 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 140 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 143 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 143 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 130 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 125 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 101 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 81 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 64 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 45 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 293 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 475 |
|
|
2017
Q2 | – | Hold |
0
| – | -$9K | – | 615 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 380 |
|