Dakota Wealth Management’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 | $1.67M | Buy |
16,544
+4,019
| +32% | +$406K | 0.04% | 298 |
|
|
2025
Q1 | $1.38M | Buy |
12,525
+2,035
| +19% | +$224K | 0.03% | 314 |
|
|
2024
Q4 | $1.32M | Sell |
10,490
-570
| -5% | -$71.9K | 0.03% | 317 |
|
|
2024
Q3 | $1.51M | Buy |
11,060
+3,280
| +42% | +$447K | 0.03% | 307 |
|
|
2024
Q2 | $1.06M | Sell |
7,780
-597
| -7% | -$81.7K | 0.03% | 355 |
|
|
2024
Q1 | $1.25M | Sell |
8,377
-332
| -4% | -$49.3K | 0.03% | 327 |
|
|
2023
Q4 | $1.37M | Sell |
8,709
-105
| -1% | -$16.5K | 0.05% | 267 |
|
|
2023
Q3 | $1.37M | Buy |
8,814
+1,004
| +13% | +$156K | 0.06% | 247 |
|
|
2023
Q2 | $1.4M | Buy |
7,810
+79
| +1% | +$14.2K | 0.07% | 212 |
|
|
2023
Q1 | $1.5M | Sell |
7,731
-1,295
| -14% | -$251K | 0.1% | 180 |
|
|
2022
Q4 | $1.57M | Buy |
9,026
+140
| +2% | +$24.3K | 0.11% | 173 |
|
|
2022
Q3 | $1.44M | Buy |
8,886
+5,300
| +148% | +$856K | 0.12% | 181 |
|
|
2022
Q2 | $655K | Sell |
3,586
-271
| -7% | -$49.5K | 0.06% | 239 |
|
|
2022
Q1 | $827K | Buy |
3,857
+153
| +4% | +$32.8K | 0.07% | 215 |
|
|
2021
Q4 | $794K | Hold |
3,704
| – | – | 0.08% | 188 |
|
|
2021
Q3 | $675K | Sell |
3,704
-329
| -8% | -$60K | 0.08% | 194 |
|
|
2021
Q2 | $839K | Sell |
4,033
-402
| -9% | -$83.6K | 0.1% | 166 |
|
|
2021
Q1 | $754K | Sell |
4,435
-237
| -5% | -$40.3K | 0.1% | 166 |
|
|
2020
Q4 | $787K | Buy |
4,672
+134
| +3% | +$22.6K | 0.1% | 168 |
|
|
2020
Q3 | $756K | Buy |
4,538
+365
| +9% | +$60.8K | 0.12% | 126 |
|
|
2020
Q2 | $464K | Sell |
4,173
-11,031
| -73% | -$1.23M | 0.08% | 170 |
|
|
2020
Q1 | $1.42M | Buy |
15,204
+11,855
| +354% | +$1.11M | 0.31% | 82 |
|
|
2019
Q4 | $392K | Sell |
3,349
-82
| -2% | -$9.6K | 0.06% | 217 |
|
|
2019
Q3 | $411K | Sell |
3,431
-99
| -3% | -$11.9K | 0.07% | 201 |
|
|
2019
Q2 | $364K | Buy |
3,530
+930
| +36% | +$95.9K | 0.07% | 203 |
|
|
2019
Q1 | $288K | Sell |
2,600
-500
| -16% | -$55.4K | 0.06% | 240 |
|
|
2018
Q4 | $324K | Buy |
3,100
+41
| +1% | +$4.29K | 0.07% | 208 |
|
|
2018
Q3 | $357K | Buy |
3,059
+180
| +6% | +$21K | 0.08% | 195 |
|
|
2018
Q2 | $306K | Buy |
+2,879
| New | +$306K | 0.09% | 164 |
|