D.B. Root & Company’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
Q4 | $204K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q4 | $806K | Buy |
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