Eagle Rock Investment Company’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
$492K Sell
2025
Q1
$4.73M Sell
2024
Q4
$5.47M Sell
2024
Q3
$5.91M Buy
2024
Q2
$5.89M Buy
2024
Q1
$4.56M Buy
2023
Q4
$4.51M Buy
2023
Q3
$4.26M Hold
2023
Q2
$4.99M Buy
2023
Q1
$5.25M Hold
2022
Q4
$4.93M Buy
2022
Q3
$4.37M Buy
2022
Q2
$4.92M Buy
2022
Q1
$5.5M Sell
2021
Q4
$7.56M Buy