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 |
|