AFG
Albion Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
28,847
+153
| +0.5% | +$15.4K | 0.19% | 76 |
|
|
2025
Q1 | $3.16M | Sell |
28,694
-10,958
| -28% | -$1.21M | 0.22% | 76 |
|
|
2024
Q4 | $5M | Sell |
39,652
-312
| -0.8% | -$39.3K | 0.34% | 58 |
|
|
2024
Q3 | $5.45M | Buy |
39,964
+743
| +2% | +$101K | 0.38% | 56 |
|
|
2024
Q2 | $5.37M | Sell |
39,221
-943
| -2% | -$129K | 0.4% | 53 |
|
|
2024
Q1 | $5.97M | Buy |
40,164
+1,715
| +4% | +$255K | 0.46% | 47 |
|
|
2023
Q4 | $6.05M | Sell |
38,449
-1,140
| -3% | -$179K | 0.5% | 43 |
|
|
2023
Q3 | $6.17M | Buy |
39,589
+1,084
| +3% | +$169K | 0.57% | 40 |
|
|
2023
Q2 | $6.9M | Buy |
38,505
+602
| +2% | +$108K | 0.6% | 36 |
|
|
2023
Q1 | $7.35M | Sell |
37,903
-28
| -0.1% | -$5.43K | 0.67% | 33 |
|
|
2022
Q4 | $6.59M | Buy |
37,931
+78
| +0.2% | +$13.6K | 0.64% | 36 |
|
|
2022
Q3 | $6.12M | Buy |
37,853
+915
| +2% | +$148K | 0.63% | 36 |
|
|
2022
Q2 | $6.74M | Sell |
36,938
-580
| -2% | -$106K | 0.67% | 36 |
|
|
2022
Q1 | $8.05M | Sell |
37,518
-1,476
| -4% | -$317K | 0.68% | 35 |
|
|
2021
Q4 | $8.36M | Sell |
38,994
-896
| -2% | -$192K | 0.66% | 37 |
|
|
2021
Q3 | $7.26M | Buy |
39,890
+68
| +0.2% | +$12.4K | 0.64% | 38 |
|
|
2021
Q2 | $8.28M | Buy |
+39,822
| New | +$8.28M | 0.72% | 35 |
|
|
2020
Q4 | $6.88M | Buy |
40,878
+1,349
| +3% | +$227K | 0.67% | 34 |
|
|
2020
Q3 | $6.59M | Buy |
39,529
+398
| +1% | +$66.3K | 0.71% | 31 |
|
|
2020
Q2 | $4.35M | Buy |
39,131
+2,106
| +6% | +$234K | 0.51% | 46 |
|
|
2020
Q1 | $3.46M | Buy |
37,025
+645
| +2% | +$60.3K | 0.51% | 44 |
|
|
2019
Q4 | $4.26M | Buy |
36,380
+648
| +2% | +$75.9K | 0.51% | 46 |
|
|
2019
Q3 | $4.28M | Sell |
35,732
-705
| -2% | -$84.5K | 0.55% | 43 |
|
|
2019
Q2 | $3.76M | Sell |
36,437
-770
| -2% | -$79.5K | 0.49% | 45 |
|
|
2019
Q1 | $4.16M | Buy |
37,207
+714
| +2% | +$79.8K | 0.56% | 41 |
|
|
2018
Q4 | $3.56M | Buy |
+36,493
| New | +$3.56M | 0.55% | 42 |
|