DT Investment Partners’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 | $41.1K | Sell |
407
-745
| -65% | -$75.2K | ﹤0.01% | 248 |
|
|
2025
Q1 | $127K | Hold |
1,152
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $145K | Sell |
1,152
-1,010
| -47% | -$127K | 0.01% | 163 |
|
|
2024
Q3 | $295K | Sell |
2,162
-11
| -0.5% | -$1.5K | 0.02% | 129 |
|
|
2024
Q2 | $297K | Buy |
2,173
+855
| +65% | +$117K | 0.03% | 121 |
|
|
2024
Q1 | $196K | Sell |
1,318
-6,060
| -82% | -$901K | 0.02% | 134 |
|
|
2023
Q4 | $1.07M | Sell |
7,378
-315
| -4% | -$45.7K | 0.12% | 79 |
|
|
2023
Q3 | $1.2M | Buy |
7,693
+267
| +4% | +$41.6K | 0.15% | 68 |
|
|
2023
Q2 | $1.38M | Buy |
7,426
+33
| +0.4% | +$6.12K | 0.16% | 61 |
|
|
2023
Q1 | $1.35M | Buy |
7,393
+407
| +6% | +$74.2K | 0.16% | 59 |
|
|
2022
Q4 | $1.21M | Buy |
6,986
+247
| +4% | +$42.9K | 0.16% | 66 |
|
|
2022
Q3 | $1.09M | Sell |
6,739
-89
| -1% | -$14.4K | 0.18% | 59 |
|
|
2022
Q2 | $1.25M | Buy |
6,828
+1,169
| +21% | +$213K | 0.19% | 65 |
|
|
2022
Q1 | $1.21M | Buy |
5,659
+481
| +9% | +$103K | 0.16% | 72 |
|
|
2021
Q4 | $1.11M | Sell |
5,178
-301
| -5% | -$64.5K | 0.14% | 70 |
|
|
2021
Q3 | $998K | Buy |
5,479
+383
| +8% | +$69.8K | 0.13% | 79 |
|
|
2021
Q2 | $1.06M | Buy |
5,096
+333
| +7% | +$69.3K | 0.15% | 61 |
|
|
2021
Q1 | $809K | Buy |
4,763
+595
| +14% | +$101K | 0.12% | 83 |
|
|
2020
Q4 | $702K | Sell |
4,168
-4,509
| -52% | -$759K | 0.11% | 81 |
|
|
2020
Q3 | $1.45M | Sell |
8,677
-1,805
| -17% | -$301K | 0.21% | 49 |
|
|
2020
Q2 | $1.17M | Buy |
10,482
+4,244
| +68% | +$472K | 0.14% | 53 |
|
|
2020
Q1 | $582K | Sell |
6,238
-31,834
| -84% | -$2.97M | 0.09% | 80 |
|
|
2019
Q4 | $4.46M | Buy |
38,072
+2,385
| +7% | +$279K | 0.41% | 55 |
|
|
2019
Q3 | $4.28M | Buy |
35,687
+1,849
| +5% | +$222K | 0.55% | 38 |
|
|
2019
Q2 | $3.49M | Buy |
33,838
+3,262
| +11% | +$337K | 0.48% | 42 |
|
|
2019
Q1 | $3.42M | Buy |
+30,576
| New | +$3.42M | 0.48% | 41 |
|
|
2017
Q3 | – | Sell |
-15,471
| Closed | -$1.71M | – | 91 |
|
|
2017
Q2 | $1.71M | Buy |
15,471
+8,089
| +110% | +$895K | 0.33% | 28 |
|
|
2017
Q1 | $792K | Hold |
7,382
| – | – | 0.18% | 52 |
|
|
2016
Q4 | $846K | Buy |
+7,382
| New | +$846K | 0.21% | 49 |
|