Wisconsin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,495
| Closed | -$252K | – | 61 |
|
|
2020
Q4 | $252K | Buy |
+1,495
| New | +$252K | 0.1% | 52 |
|
|
2014
Q4 | $4.34M | Buy |
39,055
+4,100
| +12% | +$456K | 1.54% | 26 |
|
|
2014
Q3 | $3.44M | Buy |
34,955
+705
| +2% | +$69.3K | 1.27% | 32 |
|
|
2014
Q2 | $3.52M | Sell |
34,250
-1,165
| -3% | -$120K | 1.29% | 33 |
|
|
2014
Q1 | $3.45M | Buy |
35,415
+1,025
| +3% | +$99.8K | 1.33% | 33 |
|
|
2013
Q4 | $3.61M | Buy |
34,390
+945
| +3% | +$99.3K | 1.42% | 31 |
|
|
2013
Q3 | $3.06M | Buy |
33,445
+1,820
| +6% | +$166K | 1.3% | 35 |
|
|
2013
Q2 | $2.74M | Buy |
+31,625
| New | +$2.74M | 1.16% | 42 |
|