Sunflower Bank Wealth 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
Q3 | $1.16M | Sell |
6,932
-2,195
| -24% | -$366K | 0.39% | 35 |
|
|
2020
Q2 | $1.02M | Sell |
9,127
-50
| -0.5% | -$5.56K | 0.34% | 44 |
|
|
2020
Q1 | $857K | Sell |
9,177
-285
| -3% | -$26.6K | 0.33% | 49 |
|
|
2019
Q4 | $1.11M | Sell |
9,462
-555
| -6% | -$65K | 0.34% | 45 |
|
|
2019
Q3 | $1.2M | Sell |
10,017
-655
| -6% | -$78.5K | 0.38% | 42 |
|
|
2019
Q2 | $1.1M | Sell |
10,672
-305
| -3% | -$31.5K | 0.36% | 43 |
|
|
2019
Q1 | $1.23M | Sell |
10,977
-1,153
| -10% | -$129K | 0.37% | 38 |
|
|
2018
Q4 | $1.18M | Buy |
12,130
+228
| +2% | +$22.2K | 0.38% | 41 |
|
|
2018
Q3 | $1.39M | Sell |
11,902
-530
| -4% | -$61.9K | 0.39% | 38 |
|
|
2018
Q2 | $1.32M | Buy |
12,432
+9,032
| +266% | +$960K | 0.39% | 41 |
|
|
2018
Q1 | $356K | Hold |
3,400
| – | – | 0.1% | 108 |
|
|
2017
Q4 | $405K | Hold |
3,400
| – | – | 0.11% | 97 |
|
|
2017
Q3 | $408K | Hold |
3,400
| – | – | 0.15% | 67 |
|
|
2017
Q2 | $376K | Hold |
3,400
| – | – | 0.13% | 77 |
|
|
2017
Q1 | $365K | Hold |
3,400
| – | – | 0.12% | 71 |
|
|
2016
Q4 | $390K | Hold |
3,400
| – | – | 0.14% | 69 |
|
|
2016
Q3 | $372K | Hold |
3,400
| – | – | 0.14% | 72 |
|
|
2016
Q2 | $366K | Hold |
3,400
| – | – | 0.13% | 71 |
|
|
2016
Q1 | $359K | Hold |
3,400
| – | – | 0.13% | 69 |
|
|
2015
Q4 | $327K | Hold |
3,400
| – | – | 0.11% | 74 |
|
|
2015
Q3 | $336K | Sell |
3,400
-200
| -6% | -$19.8K | 0.12% | 70 |
|
|
2015
Q2 | $349K | Hold |
3,600
| – | – | 0.12% | 75 |
|
|
2015
Q1 | $349K | Sell |
3,600
-74
| -2% | -$7.17K | 0.11% | 81 |
|
|
2014
Q4 | $408K | Hold |
3,674
| – | – | 0.13% | 76 |
|
|
2014
Q3 | $361K | Buy |
3,674
+50
| +1% | +$4.91K | 0.12% | 74 |
|
|
2014
Q2 | $372K | Buy |
3,624
+605
| +20% | +$62.1K | 0.15% | 75 |
|
|
2014
Q1 | $294K | Hold |
3,019
| – | – | 0.14% | 76 |
|
|
2013
Q4 | $317K | Hold |
3,019
| – | – | 0.16% | 70 |
|
|
2013
Q3 | $276K | Buy |
+3,019
| New | +$276K | 0.15% | 73 |
|