SRH 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
Q1 | – | Sell |
-60
| Closed | -$9.43K | – | 325 |
|
|
2023
Q4 | $9.43K | Hold |
60
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $9.35K | Hold |
60
| – | – | ﹤0.01% | 202 |
|
|
2023
Q2 | $11.6K | Hold |
60
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $12K | Hold |
60
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $10K | Hold |
60
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $10K | Hold |
60
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $11K | Hold |
60
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $13K | Hold |
60
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $13K | Hold |
60
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $11K | Hold |
60
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $12K | Hold |
60
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $10K | Hold |
60
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $10K | Hold |
60
| – | – | 0.02% | 202 |
|
|
2020
Q3 | $10K | Hold |
60
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $7K | Hold |
60
| – | – | 0.02% | 192 |
|
|
2020
Q1 | $6K | Hold |
60
| – | – | 0.02% | 188 |
|
|
2019
Q4 | $7K | Hold |
60
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $7K | Hold |
60
| – | – | 0.02% | 176 |
|
|
2019
Q2 | $6K | Hold |
60
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $7K | Hold |
60
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $6K | Hold |
60
| – | – | 0.02% | 184 |
|
|
2018
Q3 | $7K | Hold |
60
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $6K | Hold |
60
| – | – | 0.02% | 186 |
|
|
2018
Q1 | $6K | Hold |
60
| – | – | 0.02% | 165 |
|
|
2017
Q4 | $7K | Hold |
60
| – | – | 0.03% | 152 |
|
|
2017
Q3 | $7K | Hold |
60
| – | – | 0.03% | 155 |
|
|
2017
Q2 | $7K | Hold |
60
| – | – | 0.03% | 134 |
|
|
2017
Q1 | $6K | Hold |
60
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $7K | Hold |
60
| – | – | 0.03% | 131 |
|
|
2016
Q3 | $7K | Hold |
60
| – | – | 0.04% | 130 |
|
|
2016
Q2 | $6K | Hold |
60
| – | – | 0.03% | 135 |
|
|
2016
Q1 | $6K | Hold |
60
| – | – | 0.03% | 137 |
|
|
2015
Q4 | $6K | Hold |
60
| – | – | 0.04% | 135 |
|
|
2015
Q3 | $6K | Hold |
60
| – | – | 0.04% | 132 |
|
|
2015
Q2 | $6K | Hold |
60
| – | – | 0.04% | 135 |
|
|
2015
Q1 | $6K | Buy |
+60
| New | +$6K | 0.04% | 127 |
|