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 |
-1,836
| Closed | -$202K | – | 212 |
|
|
2025
Q1 | $202K | Sell |
1,836
-2
| -0.1% | -$239 | 0.06% | 192 |
|
|
2024
Q4 | $232K | Sell |
1,838
-113
| -6% | -$14.9K | 0.06% | 177 |
|
|
2024
Q3 | $266K | Sell |
1,951
-1,991
| -51% | -$261K | 0.07% | 176 |
|
|
2024
Q2 | $539K | Buy |
3,942
+1,991
| +102% | +$285K | 0.08% | 170 |
|
|
2024
Q1 | $290K | Buy |
1,951
+8
| +0.4% | +$1.22K | 0.08% | 168 |
|
|
2023
Q4 | $305K | Sell |
1,943
-15
| -0.8% | -$2.27K | 0.09% | 154 |
|
|
2023
Q3 | $305K | Sell |
1,958
-20
| -1% | -$3.45K | 0.1% | 150 |
|
|
2023
Q2 | $355K | Sell |
1,978
-89
| -4% | -$15.8K | 0.12% | 143 |
|
|
2023
Q1 | $401K | Hold |
2,067
| – | – | 0.14% | 137 |
|
|
2022
Q4 | $359K | Buy |
2,067
+93
| +5% | +$16.1K | 0.13% | 142 |
|
|
2022
Q3 | $319K | Buy |
1,974
+24
| +1% | +$4.54K | 0.12% | 148 |
|
|
2022
Q2 | $356K | Buy |
1,950
+88
| +5% | +$16.1K | 0.12% | 150 |
|
|
2022
Q1 | $399K | Sell |
1,862
-52
| -3% | -$11K | 0.11% | 163 |
|
|
2021
Q4 | $410K | Buy |
1,914
+24
| +1% | +$4.88K | 0.11% | 150 |
|
|
2021
Q3 | $344K | Sell |
1,890
-31
| -2% | -$6.12K | 0.1% | 152 |
|
|
2021
Q2 | $400K | Buy |
1,921
+44
| +2% | +$8.8K | 0.11% | 146 |
|
|
2021
Q1 | $319K | Sell |
1,877
-64
| -3% | -$10.4K | 0.1% | 158 |
|
|
2020
Q4 | $327K | Sell |
1,941
-55
| -3% | -$9.28K | 0.11% | 151 |
|
|
2020
Q3 | $333K | Buy |
1,996
+121
| +6% | +$17.6K | 0.13% | 135 |
|
|
2020
Q2 | $208K | Buy |
+1,875
| New | +$187K | 0.09% | 159 |
|
|
2020
Q1 | – | Sell |
-1,762
| Closed | -$206K | – | 192 |
|
|
2019
Q4 | $206K | Sell |
1,762
-20
| -1% | -$2.37K | 0.08% | 167 |
|
|
2019
Q3 | $214K | Buy |
+1,782
| New | +$204K | 0.09% | 162 |
|
|
2019
Q2 | – | Sell |
-1,841
| Closed | -$206K | – | 192 |
|
|
2019
Q1 | $206K | Buy |
+1,841
| New | +$195K | 0.09% | 163 |
|
|
2018
Q4 | – | Sell |
-1,750
| Closed | -$204K | – | 187 |
|
|
2018
Q3 | $204K | Buy |
+1,750
| New | +$206K | 0.08% | 163 |
|
|
2017
Q3 | – | Sell |
-2,055
| Closed | -$227K | – | 199 |
|
|
2017
Q2 | $227K | Hold |
2,055
| – | – | 0.1% | 155 |
|
|
2017
Q1 | $221K | Hold |
2,055
| – | – | 0.1% | 155 |
|
|
2016
Q4 | $236K | Buy |
2,055
+40
| +2% | +$4.51K | 0.11% | 151 |
|
|
2016
Q3 | $220K | Buy |
+2,015
| New | +$220K | 0.11% | 150 |
|
|
2015
Q3 | – | Sell |
-10,720
| Closed | -$1.04M | – | 175 |
|
|
2015
Q2 | $1.04M | Hold |
10,720
| – | – | 0.51% | 78 |
|
|
2015
Q1 | $1.04M | Sell |
10,720
-35
| -0.3% | -$3.59K | 0.5% | 80 |
|
|
2014
Q4 | $1.2M | Sell |
10,755
-25
| -0.2% | -$2.64K | 0.59% | 68 |
|
|
2014
Q3 | $1.06M | Hold |
10,780
| – | – | 0.55% | 72 |
|
|
2014
Q2 | $1.11M | Sell |
10,780
-55
| -0.5% | -$5.52K | 0.56% | 72 |
|
|
2014
Q1 | $1.05M | Sell |
10,835
-255
| -2% | -$24.9K | 0.55% | 73 |
|
|
2013
Q4 | $1.17M | Sell |
11,090
-1,180
| -10% | -$116K | 0.6% | 65 |
|
|
2013
Q3 | $1.12M | Hold |
12,270
| – | – | 0.53% | 77 |
|
|
2013
Q2 | $1.06M | Buy |
+12,270
| New | +$1.05M | 0.64% | 65 |
|
Other funds holding UPS
Dumont & Blake Investment Advisors's UPS Position: Q2 2025 in Review
Dumont & Blake Investment Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,836 shares — an estimated $202K sold.
Dumont & Blake Investment Advisors first reported a position in UPS in Q2 2013 and held it in 37 quarters. The position peaked at $1.2M in Q4 2014. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- Dumont & Blake Investment Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- Dumont & Blake Investment Advisors sold 1,836 United Parcel Service shares in Q2 2025, an estimated $202K.
- Dumont & Blake Investment Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 37 quarters.
- Dumont & Blake Investment Advisors's United Parcel Service position peaked at $1.2M in Q4 2014.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.