BDFN
Bond & Devick Financial Network’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,971
| Closed | -$217K | – | 178 |
|
2025
Q1 | $217K | Buy |
1,971
+390
| +25% | +$42.9K | 0.08% | 152 |
|
2024
Q4 | $216K | Hold |
1,581
| – | – | 0.09% | 147 |
|
2024
Q3 | $216K | Hold |
1,581
| – | – | 0.09% | 147 |
|
2024
Q2 | $216K | Buy |
+1,581
| New | +$216K | 0.12% | 136 |
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$211K | – | 146 |
|
2023
Q4 | $211K | Buy |
+1,341
| New | +$211K | 0.12% | 138 |
|
2023
Q3 | – | Sell |
-1,141
| Closed | -$205K | – | 130 |
|
2023
Q2 | $205K | Sell |
1,141
-10
| -0.9% | -$1.79K | 0.13% | 126 |
|
2023
Q1 | $223K | Buy |
+1,151
| New | +$223K | 0.14% | 123 |
|