Bell Bank’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
113,299
+39,069
| +53% | +$3.94M | 0.53% | 22 |
|
|
2025
Q1 | $8.16M | Buy |
74,230
+6,424
| +9% | +$707K | 0.44% | 39 |
|
|
2024
Q4 | $8.55M | Buy |
67,806
+8,712
| +15% | +$1.1M | 0.64% | 28 |
|
|
2024
Q3 | $8.06M | Buy |
59,094
+3,103
| +6% | +$423K | 0.95% | 26 |
|
|
2024
Q2 | $7.66M | Sell |
55,991
-805
| -1% | -$110K | 0.64% | 32 |
|
|
2024
Q1 | $8.44M | Buy |
56,796
+3,209
| +6% | +$477K | 0.73% | 29 |
|
|
2023
Q4 | $8.43M | Buy |
53,587
+1,252
| +2% | +$197K | 0.81% | 25 |
|
|
2023
Q3 | $8.16M | Buy |
52,335
+291
| +0.6% | +$45.4K | 0.89% | 23 |
|
|
2023
Q2 | $9.33M | Sell |
52,044
-1,616
| -3% | -$290K | 0.99% | 14 |
|
|
2023
Q1 | $10.4M | Buy |
53,660
+5,090
| +10% | +$987K | 1.1% | 12 |
|
|
2022
Q4 | $8.44M | Sell |
48,570
-4,315
| -8% | -$750K | 0.98% | 24 |
|
|
2022
Q3 | $8.54M | Buy |
52,885
+37,635
| +247% | +$6.08M | 1.09% | 17 |
|
|
2022
Q2 | $2.78M | Buy |
15,250
+719
| +5% | +$131K | 0.33% | 50 |
|
|
2022
Q1 | $3.12M | Buy |
14,531
+7
| +0% | +$1.5K | 0.35% | 49 |
|
|
2021
Q4 | $3.11M | Hold |
14,524
| – | – | 0.35% | 50 |
|
|
2021
Q3 | $2.65M | Sell |
14,524
-25,491
| -64% | -$4.64M | 0.33% | 48 |
|
|
2021
Q2 | $8.32M | Buy |
40,015
+476
| +1% | +$99K | 1.1% | 13 |
|
|
2021
Q1 | $6.72M | Buy |
39,539
+1,689
| +4% | +$287K | 0.97% | 12 |
|
|
2020
Q4 | $6.37M | Sell |
37,850
-67
| -0.2% | -$11.3K | 0.98% | 9 |
|
|
2020
Q3 | $6.32M | Sell |
37,917
-2,126
| -5% | -$354K | 1.11% | 10 |
|
|
2020
Q2 | $4.45M | Sell |
40,043
-7,969
| -17% | -$886K | 0.83% | 10 |
|
|
2020
Q1 | $4.49M | Buy |
48,012
+752
| +2% | +$70.2K | 0.97% | 11 |
|
|
2019
Q4 | $5.53M | Buy |
47,260
+140
| +0.3% | +$16.4K | 1% | 10 |
|
|
2019
Q3 | $5.65M | Sell |
47,120
-681
| -1% | -$81.6K | 1.07% | 10 |
|
|
2019
Q2 | $4.94M | Buy |
47,801
+566
| +1% | +$58.4K | 1.11% | 9 |
|
|
2019
Q1 | $5.28M | Buy |
47,235
+21,029
| +80% | +$2.35M | 1.41% | 5 |
|
|
2018
Q4 | $2.56M | Sell |
26,206
-178
| -0.7% | -$17.4K | 0.78% | 20 |
|
|
2018
Q3 | $3.08M | Sell |
26,384
-577
| -2% | -$67.4K | 0.95% | 15 |
|
|
2018
Q2 | $2.86M | Sell |
26,961
-93
| -0.3% | -$9.88K | 0.89% | 21 |
|
|
2018
Q1 | $2.83M | Buy |
27,054
+13,281
| +96% | +$1.39M | 0.9% | 23 |
|
|
2017
Q4 | $1.64M | Hold |
13,773
| – | – | 0.46% | 48 |
|
|
2017
Q3 | $1.65M | Hold |
13,773
| – | – | 0.48% | 50 |
|
|
2017
Q2 | $1.52M | Sell |
13,773
-24
| -0.2% | -$2.65K | 0.54% | 50 |
|
|
2017
Q1 | $1.48M | Hold |
13,797
| – | – | 0.55% | 48 |
|
|
2016
Q4 | $1.58M | Hold |
13,797
| – | – | 0.62% | 46 |
|
|
2016
Q3 | $1.51M | Hold |
13,797
| – | – | 0.95% | 42 |
|
|
2016
Q2 | $1.49M | Buy |
13,797
+24
| +0.2% | +$2.59K | 0.85% | 46 |
|
|
2016
Q1 | $1.45M | Hold |
13,773
| – | – | 0.95% | 44 |
|
|
2015
Q4 | $1.33M | Hold |
13,773
| – | – | 0.95% | 45 |
|
|
2015
Q3 | $1.36M | Hold |
13,773
| – | – | 1.08% | 18 |
|
|
2015
Q2 | $1.34M | Sell |
13,773
-180
| -1% | -$17.4K | 0.99% | 25 |
|
|
2015
Q1 | $1.35M | Buy |
13,953
+273
| +2% | +$26.5K | 0.95% | 25 |
|
|
2014
Q4 | $1.52M | Hold |
13,680
| – | – | 1.05% | 16 |
|
|
2014
Q3 | $1.35M | Hold |
13,680
| – | – | 0.96% | 20 |
|
|
2014
Q2 | $1.4M | Buy |
13,680
+71
| +0.5% | +$7.29K | 0.99% | 18 |
|
|
2014
Q1 | $1.33M | Buy |
13,609
+9
| +0.1% | +$876 | 0.88% | 22 |
|
|
2013
Q4 | $1.43M | Hold |
13,600
| – | – | 0.74% | 29 |
|
|
2013
Q3 | $1.24M | Hold |
13,600
| – | – | 0.43% | 89 |
|
|
2013
Q2 | $1.18M | Buy |
+13,600
| New | +$1.18M | 0.41% | 97 |
|