Winslow Evans & Crocker’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $54K | Hold |
316
| – | – | 0.01% | 579 |
|
|
2020
Q3 | $52K | Sell |
316
-27
| -8% | -$4.44K | 0.01% | 455 |
|
|
2020
Q2 | $38K | Sell |
343
-1
| -0.3% | -$111 | 0.01% | 507 |
|
|
2020
Q1 | $34K | Hold |
344
| – | – | 0.01% | 497 |
|
|
2019
Q4 | $42K | Hold |
344
| – | – | 0.01% | 533 |
|
|
2019
Q3 | $42K | Hold |
344
| – | – | 0.01% | 529 |
|
|
2019
Q2 | $38K | Sell |
344
-204
| -37% | -$22.5K | 0.01% | 572 |
|
|
2019
Q1 | $64K | Sell |
548
-96
| -15% | -$11.2K | 0.02% | 453 |
|
|
2018
Q4 | $64K | Hold |
644
| – | – | 0.02% | 423 |
|
|
2018
Q3 | $76K | Sell |
644
-600
| -48% | -$70.8K | 0.02% | 421 |
|
|
2018
Q2 | $134K | Hold |
1,244
| – | – | 0.04% | 321 |
|
|
2018
Q1 | $130K | Hold |
1,244
| – | – | 0.04% | 311 |
|
|
2017
Q4 | $148K | Hold |
1,244
| – | – | 0.05% | 304 |
|
|
2017
Q3 | $149K | Buy |
1,244
+1
| +0.1% | +$120 | 0.05% | 292 |
|
|
2017
Q2 | $137K | Buy |
1,243
+899
| +261% | +$99.4K | 0.04% | 375 |
|
|
2017
Q1 | $36.8K | Hold |
344
| – | – | 0.01% | 604 |
|
|
2016
Q4 | $39.3K | Hold |
344
| – | – | 0.01% | 586 |
|
|
2016
Q3 | $37.5K | Hold |
344
| – | – | 0.01% | 603 |
|
|
2016
Q2 | $36.9K | Buy |
344
+1
| +0.3% | +$107 | 0.01% | 582 |
|
|
2016
Q1 | $36.2K | Sell |
343
-1
| -0.3% | -$105 | 0.01% | 570 |
|
|
2015
Q4 | $33K | Hold |
344
| – | – | 0.01% | 624 |
|
|
2015
Q3 | $33.9K | Hold |
344
| – | – | 0.01% | 582 |
|
|
2015
Q2 | $33.2K | Hold |
344
| – | – | 0.01% | 640 |
|
|
2015
Q1 | $33.3K | Hold |
344
| – | – | 0.01% | 621 |
|
|
2014
Q4 | $38.1K | Sell |
344
-216
| -39% | -$23.9K | 0.01% | 588 |
|
|
2014
Q3 | $55K | Buy |
560
+217
| +63% | +$21.3K | 0.02% | 533 |
|
|
2014
Q2 | $35.2K | Hold |
343
| – | – | 0.01% | 560 |
|
|
2014
Q1 | $33.4K | Sell |
343
-19
| -5% | -$1.85K | 0.01% | 566 |
|
|
2013
Q4 | $38K | Buy |
+362
| New | +$38K | 0.01% | 558 |
|