Dumont & Blake Investment Advisors’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 | – | Sell |
|
|||||
|
2025
Q1 | $202K | Sell |
|
|||||
|
2024
Q4 | $232K | Sell |
|
|||||
|
2024
Q3 | $266K | Sell |
|
|||||
|
2024
Q2 | $539K | Buy |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $305K | Sell |
|
|||||
|
2023
Q2 | $355K | Sell |
|
|||||
|
2023
Q1 | $401K | Hold |
|
|||||
|
2022
Q4 | $359K | Buy |
|
|||||
|
2022
Q3 | $319K | Buy |
|
|||||
|
2022
Q2 | $356K | Buy |
|
|||||
|
2022
Q1 | $399K | Sell |
|
|||||
|
2021
Q4 | $410K | Buy |
|
|||||
|
2021
Q3 | $344K | Sell |
|
|||||
|
2021
Q2 | $400K | Buy |
|
|||||
|
2021
Q1 | $319K | Sell |
|
|||||
|
2020
Q4 | $327K | Sell |
|
|||||
|
2020
Q3 | $333K | Buy |
|
|||||
|
2020
Q2 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $206K | Sell |
|
|||||
|
2019
Q3 | $214K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $206K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $204K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $227K | Hold |
|
|||||
|
2017
Q1 | $221K | Hold |
|
|||||
|
2016
Q4 | $236K | Buy |
|
|||||
|
2016
Q3 | $220K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $1.04M | Hold |
|
|||||
|
2015
Q1 | $1.04M | Sell |
|
|||||
|
2014
Q4 | $1.2M | Sell |
|
|||||
|
2014
Q3 | $1.06M | Hold |
|
|||||
|
2014
Q2 | $1.11M | Sell |
|
|||||
|
2014
Q1 | $1.05M | Sell |
|
|||||
|
2013
Q4 | $1.17M | Sell |
|
|||||
|
2013
Q3 | $1.12M | Hold |
|
|||||
|
2013
Q2 | $1.06M | Buy |
|