Dividend Assets Capital’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 | $315K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $832K | Sell |
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|
2023
Q1 | $820K | Hold |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $888K | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $909K | Buy |
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|
2019
Q4 | $684K | Buy |
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|
2019
Q3 | $662K | Buy |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $480K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $800K | Sell |
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|
2018
Q2 | $837K | Buy |
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|
2018
Q1 | $783K | Buy |
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|
2017
Q4 | $763K | Buy |
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|
2017
Q3 | $762K | Buy |
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|
2017
Q2 | $575K | Buy |
|