FNBOMD
First National Bank of Mount Dora’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
61,221
-69
| -0.1% | -$6.97K | 1.39% | 28 |
|
|
2025
Q1 | $6.74M | Buy |
61,290
+2,259
| +4% | +$248K | 1.65% | 23 |
|
|
2024
Q4 | $7.44M | Buy |
59,031
+27,472
| +87% | +$3.46M | 1.74% | 17 |
|
|
2024
Q3 | $4.3M | Sell |
31,559
-299
| -0.9% | -$40.8K | 0.98% | 43 |
|
|
2024
Q2 | $4.36M | Sell |
31,858
-1,830
| -5% | -$250K | 1.05% | 36 |
|
|
2024
Q1 | $5.01M | Buy |
33,688
+2,507
| +8% | +$373K | 1.22% | 31 |
|
|
2023
Q4 | $4.9M | Buy |
31,181
+32
| +0.1% | +$5.03K | 1.31% | 33 |
|
|
2023
Q3 | $4.86M | Buy |
31,149
+125
| +0.4% | +$19.5K | 1.44% | 24 |
|
|
2023
Q2 | $5.56M | Sell |
31,024
-2,160
| -7% | -$387K | 1.58% | 20 |
|
|
2023
Q1 | $6.44M | Buy |
33,184
+2,246
| +7% | +$436K | 1.95% | 14 |
|
|
2022
Q4 | $5.38M | Buy |
30,938
+449
| +1% | +$78.1K | 1.77% | 19 |
|
|
2022
Q3 | $4.93M | Buy |
30,489
+3,376
| +12% | +$545K | 1.74% | 19 |
|
|
2022
Q2 | $4.95M | Buy |
27,113
+294
| +1% | +$53.7K | 1.7% | 23 |
|
|
2022
Q1 | $5.75M | Sell |
26,819
-2,562
| -9% | -$549K | 1.73% | 19 |
|
|
2021
Q4 | $6.3M | Buy |
29,381
+599
| +2% | +$128K | 1.86% | 15 |
|
|
2021
Q3 | $5.24M | Sell |
28,782
-1,311
| -4% | -$239K | 1.72% | 23 |
|
|
2021
Q2 | $6.26M | Buy |
30,093
+677
| +2% | +$141K | 2.06% | 15 |
|
|
2021
Q1 | $5M | Sell |
29,416
-81
| -0.3% | -$13.8K | 1.74% | 21 |
|
|
2020
Q4 | $4.97M | Buy |
29,497
+2,386
| +9% | +$402K | 1.8% | 19 |
|
|
2020
Q3 | $4.52M | Buy |
27,111
+5,821
| +27% | +$970K | 1.87% | 20 |
|
|
2020
Q2 | $2.37M | Buy |
+21,290
| New | +$2.37M | 1.08% | 41 |
|