Dana Investment Advisors’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 | $292K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $201K | Sell |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $266K | Hold |
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|
2017
Q1 | $258K | Hold |
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|
2016
Q4 | $275K | Buy |
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