Stellar Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.03M | Sell |
18,227
-294
| -2% | -$32.7K | 1.38% | 29 |
|
|
2020
Q1 | $1.73M | Sell |
18,521
-2,124
| -10% | -$198K | 1.42% | 29 |
|
|
2019
Q4 | $2.42M | Buy |
20,645
+695
| +3% | +$81.4K | 1.41% | 32 |
|
|
2019
Q3 | $2.39M | Buy |
19,950
+175
| +0.9% | +$21K | 1.54% | 28 |
|
|
2019
Q2 | $2.21M | Hold |
19,775
| – | – | 1.44% | 29 |
|
|
2019
Q1 | $2.21M | Buy |
19,775
+1,820
| +10% | +$203K | 1.44% | 29 |
|
|
2018
Q4 | $1.75M | Sell |
17,955
-1,195
| -6% | -$117K | 1.37% | 29 |
|
|
2018
Q3 | $2.24M | Buy |
19,150
+123
| +0.6% | +$14.4K | 1.43% | 30 |
|
|
2018
Q2 | $2.02M | Buy |
19,027
+1,595
| +9% | +$169K | 1.33% | 33 |
|
|
2018
Q1 | $1.83M | Sell |
17,432
-250
| -1% | -$26.2K | 1.18% | 36 |
|
|
2017
Q4 | $2.11M | Buy |
17,682
+65
| +0.4% | +$7.75K | 1.4% | 35 |
|
|
2017
Q3 | $2.12M | Buy |
17,617
+390
| +2% | +$46.8K | 1.49% | 34 |
|
|
2017
Q2 | $1.91M | Sell |
17,227
-185
| -1% | -$20.5K | 1.39% | 36 |
|
|
2017
Q1 | $1.87M | Buy |
17,412
+625
| +4% | +$67.1K | 1.42% | 36 |
|
|
2016
Q4 | $1.92M | Buy |
+16,787
| New | +$1.92M | 1.58% | 30 |
|
|
2016
Q2 | $1.57M | Buy |
14,542
+170
| +1% | +$18.3K | 1.71% | 28 |
|
|
2016
Q1 | $1.52M | Buy |
14,372
+517
| +4% | +$54.5K | 1.68% | 30 |
|
|
2015
Q4 | $1.33M | Buy |
13,855
+350
| +3% | +$33.7K | 1.61% | 28 |
|
|
2015
Q3 | $1.33M | Hold |
13,505
| – | – | 1.72% | 27 |
|
|
2015
Q2 | $1.31M | Sell |
13,505
-910
| -6% | -$88.2K | 1.43% | 34 |
|
|
2015
Q1 | $1.4M | Buy |
14,415
+1,850
| +15% | +$179K | 1.36% | 35 |
|
|
2014
Q4 | $1.4M | Sell |
12,565
-470
| -4% | -$52.2K | 1.5% | 31 |
|
|
2014
Q3 | $1.28M | Buy |
13,035
+750
| +6% | +$73.7K | 1.41% | 33 |
|
|
2014
Q2 | $1.26M | Buy |
12,285
+200
| +2% | +$20.5K | 1.39% | 34 |
|
|
2014
Q1 | $1.18M | Buy |
12,085
+1,355
| +13% | +$132K | 1.32% | 35 |
|
|
2013
Q4 | $1.13M | Buy |
+10,730
| New | +$1.13M | 1.21% | 36 |
|