Wills Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$213K | – | 67 |
|
|
2023
Q1 | $213K | Buy |
+1,100
| New | +$213K | 0.12% | 63 |
|
|
2018
Q2 | – | Sell |
-20,336
| Closed | -$2.13M | – | 70 |
|
|
2018
Q1 | $2.13M | Buy |
20,336
+87
| +0.4% | +$9.1K | 1.58% | 26 |
|
|
2017
Q4 | $2.41M | Buy |
20,249
+421
| +2% | +$50.1K | 1.68% | 24 |
|
|
2017
Q3 | $2.38M | Sell |
19,828
-973
| -5% | -$117K | 1.75% | 23 |
|
|
2017
Q2 | $2.3M | Buy |
20,801
+2,097
| +11% | +$232K | 1.71% | 22 |
|
|
2017
Q1 | $2.01M | Buy |
18,704
+6,640
| +55% | +$712K | 1.54% | 27 |
|
|
2016
Q4 | $1.38M | Sell |
12,064
-45
| -0.4% | -$5.16K | 1.12% | 32 |
|
|
2016
Q3 | $1.32M | Sell |
12,109
-194
| -2% | -$21.2K | 1.16% | 29 |
|
|
2016
Q2 | $1.33M | Buy |
12,303
+75
| +0.6% | +$8.08K | 1.1% | 33 |
|
|
2016
Q1 | $1.29M | Sell |
12,228
-225
| -2% | -$23.7K | 1.11% | 34 |
|
|
2015
Q4 | $1.2M | Buy |
12,453
+3,020
| +32% | +$291K | 1.05% | 36 |
|
|
2015
Q3 | $930K | Buy |
9,433
+236
| +3% | +$23.3K | 0.86% | 39 |
|
|
2015
Q2 | $891K | Buy |
9,197
+918
| +11% | +$88.9K | 0.76% | 39 |
|
|
2015
Q1 | $802K | Buy |
+8,279
| New | +$802K | 0.66% | 45 |
|