Diamant Asset 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
$309K Hold
3,060
0.24% 65
2025
Q1
$337K Sell
3,060
-1,000
-25% -$110K 0.26% 61
2024
Q4
$512K Hold
4,060
0.33% 49
2024
Q3
$554K Buy
4,060
+110
+3% +$15K 0.35% 51
2024
Q2
$541K Buy
3,950
+65
+2% +$8.9K 0.36% 49
2024
Q1
$577K Sell
3,885
-91
-2% -$13.5K 0.4% 49
2023
Q4
$625K Hold
3,976
0.46% 43
2023
Q3
$620K Buy
3,976
+135
+4% +$21K 0.51% 39
2023
Q2
$688K Hold
3,841
0.53% 33
2023
Q1
$745K Hold
3,841
0.61% 33
2022
Q4
$668K Buy
3,841
+91
+2% +$15.8K 0.6% 35
2022
Q3
$606K Hold
3,750
0.59% 34
2022
Q2
$685K Hold
3,750
0.62% 34
2022
Q1
$804K Sell
3,750
-225
-6% -$48.2K 0.62% 36
2021
Q4
$852K Hold
3,975
0.62% 35
2021
Q3
$724K Buy
+3,975
New +$724K 0.6% 38
2021
Q1
$676K Hold
3,975
0.59% 38
2020
Q4
$669K Hold
3,975
0.6% 34
2020
Q3
$662K Hold
3,975
0.64% 33
2020
Q2
$442K Buy
3,975
+1,750
+79% +$195K 0.47% 46
2020
Q1
$208K Hold
2,225
0.27% 62
2019
Q4
$260K Hold
2,225
0.24% 63
2019
Q3
$267K Sell
2,225
-225
-9% -$27K 0.27% 62
2019
Q2
$253K Hold
2,450
0.25% 63
2019
Q1
$274K Hold
2,450
0.28% 64
2018
Q4
$239K Hold
2,450
0.27% 68
2018
Q3
$286K Hold
2,450
0.27% 67
2018
Q2
$260K Hold
2,450
0.25% 70
2018
Q1
$256K Buy
+2,450
New +$256K 0.25% 70