Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,639
| Closed | -$504K | – | 230 |
|
|
2022
Q1 | $504K | Buy |
2,639
+12
| +0.5% | +$2.29K | 0.09% | 147 |
|
|
2021
Q4 | $571K | Buy |
2,627
+695
| +36% | +$151K | 0.1% | 145 |
|
|
2021
Q3 | $351K | Sell |
1,932
-217
| -10% | -$39.4K | 0.07% | 171 |
|
|
2021
Q2 | $447K | Buy |
2,149
+3
| +0.1% | +$624 | 0.1% | 154 |
|
|
2021
Q1 | $365K | Buy |
2,146
+5
| +0.2% | +$850 | 0.09% | 165 |
|
|
2020
Q4 | $360K | Sell |
2,141
-58
| -3% | -$9.75K | 0.09% | 154 |
|
|
2020
Q3 | $369K | Sell |
2,199
-1,090
| -33% | -$183K | 0.11% | 147 |
|
|
2020
Q2 | $366K | Sell |
3,289
-311
| -9% | -$34.6K | 0.12% | 142 |
|
|
2020
Q1 | $336K | Sell |
3,600
-467
| -11% | -$43.6K | 0.14% | 138 |
|
|
2019
Q4 | $476K | Buy |
4,067
+255
| +7% | +$29.8K | 0.18% | 118 |
|
|
2019
Q3 | $439K | Sell |
3,812
-422
| -10% | -$48.6K | 0.19% | 118 |
|
|
2019
Q2 | $436K | Buy |
4,234
+844
| +25% | +$86.9K | 0.19% | 121 |
|
|
2019
Q1 | $379K | Buy |
3,390
+51
| +2% | +$5.7K | 0.21% | 111 |
|
|
2018
Q4 | $326K | Sell |
3,339
-130
| -4% | -$12.7K | 0.22% | 103 |
|
|
2018
Q3 | $405K | Hold |
3,469
| – | – | 0.26% | 94 |
|
|
2018
Q2 | $369K | Buy |
3,469
+190
| +6% | +$20.2K | 0.29% | 92 |
|
|
2018
Q1 | $343K | Buy |
3,279
+450
| +16% | +$47.1K | 0.29% | 94 |
|
|
2017
Q4 | $337K | Buy |
+2,829
| New | +$337K | 0.29% | 91 |
|