Exchange Bank’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 | $206K | Hold |
2,039
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $224K | Buy |
2,039
+30
| +1% | +$3.3K | 0.18% | 105 |
|
|
2024
Q4 | $253K | Hold |
2,009
| – | – | 0.2% | 100 |
|
|
2024
Q3 | $274K | Hold |
2,009
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $275K | Hold |
2,009
| – | – | 0.23% | 93 |
|
|
2024
Q1 | $299K | Sell |
2,009
-19
| -0.9% | -$2.82K | 0.25% | 88 |
|
|
2023
Q4 | $319K | Sell |
2,028
-167
| -8% | -$26.3K | 0.28% | 82 |
|
|
2023
Q3 | $342K | Hold |
2,195
| – | – | 0.33% | 74 |
|
|
2023
Q2 | $393K | Buy |
+2,195
| New | +$393K | 0.38% | 67 |
|