Deseret Mutual Benefit Administrators’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 | $468K | Hold |
4,634
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $510K | Buy |
4,634
+262
| +6% | +$28.8K | 0.25% | 61 |
|
|
2024
Q4 | $551K | Buy |
4,372
+173
| +4% | +$21.8K | 0.27% | 56 |
|
|
2024
Q3 | $572K | Buy |
4,199
+51
| +1% | +$6.95K | 0.29% | 57 |
|
|
2024
Q2 | $568K | Buy |
4,148
+146
| +4% | +$20K | 0.26% | 55 |
|
|
2024
Q1 | $595K | Buy |
4,002
+447
| +13% | +$66.4K | 0.3% | 54 |
|
|
2023
Q4 | $559K | Sell |
3,555
-1,211
| -25% | -$190K | 0.32% | 53 |
|
|
2023
Q3 | $743K | Sell |
4,766
-259
| -5% | -$40.4K | 0.36% | 50 |
|
|
2023
Q2 | $901K | Buy |
5,025
+241
| +5% | +$43.2K | 0.35% | 45 |
|
|
2023
Q1 | $928K | Buy |
4,784
+48
| +1% | +$9.31K | 0.37% | 39 |
|
|
2022
Q4 | $823K | Sell |
4,736
-3,086
| -39% | -$536K | 0.34% | 42 |
|
|
2022
Q3 | $1.26M | Sell |
7,822
-1,504
| -16% | -$243K | 0.36% | 43 |
|
|
2022
Q2 | $1.7M | Sell |
9,326
-857
| -8% | -$156K | 0.38% | 41 |
|
|
2022
Q1 | $2.18M | Sell |
10,183
-1,301
| -11% | -$279K | 0.44% | 39 |
|
|
2021
Q4 | $2.46M | Sell |
11,484
-1,173
| -9% | -$251K | 0.41% | 41 |
|
|
2021
Q3 | $2.31M | Buy |
12,657
+10,717
| +552% | +$1.95M | 0.42% | 39 |
|
|
2021
Q2 | $403K | Buy |
+1,940
| New | +$403K | 0.1% | 111 |
|