Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.64M | Buy |
32,587
+2,655
| +9% | +$297K | 0.99% | 37 |
|
|
2018
Q4 | $2.92M | Buy |
29,932
+535
| +2% | +$52.2K | 0.91% | 39 |
|
|
2018
Q3 | $3.43M | Sell |
29,397
-5,038
| -15% | -$588K | 0.9% | 38 |
|
|
2018
Q2 | $3.66M | Sell |
34,435
-435
| -1% | -$46.2K | 1.04% | 36 |
|
|
2018
Q1 | $3.65M | Buy |
34,870
+2,174
| +7% | +$228K | 1.04% | 36 |
|
|
2017
Q4 | $3.9M | Sell |
32,696
-1,746
| -5% | -$208K | 1.06% | 35 |
|
|
2017
Q3 | $4.14M | Sell |
34,442
-1,805
| -5% | -$217K | 1.34% | 26 |
|
|
2017
Q2 | $4.01M | Sell |
36,247
-3,431
| -9% | -$379K | 1.33% | 25 |
|
|
2017
Q1 | $4.26M | Sell |
39,678
-1,710
| -4% | -$183K | 1.39% | 22 |
|
|
2016
Q4 | $4.74M | Sell |
41,388
-3,775
| -8% | -$433K | 1.58% | 17 |
|
|
2016
Q3 | $4.94M | Sell |
45,163
-19,227
| -30% | -$2.1M | 1.73% | 13 |
|
|
2016
Q2 | $6.94M | Sell |
64,390
-2,611
| -4% | -$281K | 2.33% | 5 |
|
|
2016
Q1 | $7.07M | Sell |
67,001
-5,333
| -7% | -$562K | 2.35% | 7 |
|
|
2015
Q4 | $6.96M | Buy |
72,334
+2,236
| +3% | +$215K | 2.35% | 7 |
|
|
2015
Q3 | $6.92M | Sell |
70,098
-859
| -1% | -$84.8K | 2.55% | 5 |
|
|
2015
Q2 | $6.88M | Buy |
70,957
+1,008
| +1% | +$97.7K | 2.24% | 6 |
|
|
2015
Q1 | $6.78M | Buy |
69,949
+2,520
| +4% | +$244K | 2.19% | 7 |
|
|
2014
Q4 | $7.5M | Buy |
67,429
+5,951
| +10% | +$662K | 2.38% | 6 |
|
|
2014
Q3 | $6.04M | Buy |
61,478
+3,752
| +6% | +$369K | 1.93% | 10 |
|
|
2014
Q2 | $5.93M | Buy |
57,726
+431
| +0.8% | +$44.2K | 1.86% | 12 |
|
|
2014
Q1 | $5.58M | Buy |
57,295
+515
| +0.9% | +$50.1K | 1.81% | 13 |
|
|
2013
Q4 | $5.97M | Sell |
56,780
-119
| -0.2% | -$12.5K | 1.95% | 8 |
|
|
2013
Q3 | $5.2M | Buy |
56,899
+1,011
| +2% | +$92.4K | 1.84% | 8 |
|
|
2013
Q2 | $4.83M | Buy |
+55,888
| New | +$4.83M | 1.78% | 13 |
|