Asset Dedication LLC’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $92.4K | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $188K | Buy |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $168K | Sell |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $189K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $86K | Sell |
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|
2019
Q4 | $116K | Sell |
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|
2019
Q3 | $136K | Buy |
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|
2019
Q2 | $116K | Buy |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $118K | Buy |
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|
2018
Q3 | $139K | Sell |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $153K | Buy |
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|
2017
Q4 | $145K | Sell |
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|
2017
Q3 | $158K | Buy |
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|
2017
Q2 | $140K | Buy |
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|
2017
Q1 | $132K | Hold |
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|
2016
Q4 | $140K | Hold |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $132K | Sell |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $222K | Buy |
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