First United Bank & Trust’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 | $36.8K | Sell |
365
-960
| -72% | -$96.9K | 0.01% | 245 |
|
|
2025
Q1 | $146K | Sell |
1,325
-3,080
| -70% | -$339K | 0.05% | 160 |
|
|
2024
Q4 | $555K | Sell |
4,405
-1,045
| -19% | -$132K | 0.2% | 92 |
|
|
2024
Q3 | $743K | Sell |
5,450
-620
| -10% | -$84.5K | 0.27% | 81 |
|
|
2024
Q2 | $831K | Sell |
6,070
-175
| -3% | -$23.9K | 0.31% | 74 |
|
|
2024
Q1 | $928K | Sell |
6,245
-346
| -5% | -$51.4K | 0.34% | 73 |
|
|
2023
Q4 | $1.04M | Sell |
6,591
-292
| -4% | -$45.9K | 0.41% | 68 |
|
|
2023
Q3 | $1.07M | Sell |
6,883
-50
| -0.7% | -$7.79K | 0.5% | 63 |
|
|
2023
Q2 | $1.24M | Sell |
6,933
-20
| -0.3% | -$3.59K | 0.55% | 53 |
|
|
2023
Q1 | $1.35M | Buy |
6,953
+92
| +1% | +$17.8K | 0.63% | 49 |
|
|
2022
Q4 | $1.19M | Sell |
6,861
-402
| -6% | -$69.9K | 0.58% | 48 |
|
|
2022
Q3 | $1.17M | Sell |
7,263
-212
| -3% | -$34.2K | 0.59% | 49 |
|
|
2022
Q2 | $1.36M | Sell |
7,475
-135
| -2% | -$24.6K | 0.63% | 48 |
|
|
2022
Q1 | $1.63M | Sell |
7,610
-21
| -0.3% | -$4.5K | 0.64% | 52 |
|
|
2021
Q4 | $1.64M | Sell |
7,631
-372
| -5% | -$79.8K | 0.6% | 50 |
|
|
2021
Q3 | $1.46M | Sell |
8,003
-438
| -5% | -$79.7K | 0.59% | 53 |
|
|
2021
Q2 | $1.76M | Sell |
8,441
-444
| -5% | -$92.3K | 0.73% | 45 |
|
|
2021
Q1 | $1.51M | Sell |
8,885
-43
| -0.5% | -$7.31K | 0.65% | 50 |
|
|
2020
Q4 | $1.5M | Sell |
8,928
-110
| -1% | -$18.5K | 0.73% | 48 |
|
|
2020
Q3 | $1.51M | Sell |
9,038
-300
| -3% | -$50K | 0.84% | 40 |
|
|
2020
Q2 | $1.04M | Sell |
9,338
-400
| -4% | -$44.5K | 0.61% | 55 |
|
|
2020
Q1 | $910K | Sell |
9,738
-425
| -4% | -$39.7K | 0.65% | 55 |
|
|
2019
Q4 | $1.19M | Sell |
10,163
-249
| -2% | -$29.2K | 0.69% | 51 |
|
|
2019
Q3 | $1.25M | Sell |
10,412
-2,352
| -18% | -$282K | 0.78% | 48 |
|
|
2019
Q2 | $1.32M | Sell |
12,764
-317
| -2% | -$32.7K | 0.78% | 51 |
|
|
2019
Q1 | $1.46M | Sell |
13,081
-110
| -0.8% | -$12.3K | 0.9% | 41 |
|
|
2018
Q4 | $1.29M | Buy |
13,191
+646
| +5% | +$63K | 0.9% | 46 |
|
|
2018
Q3 | $1.47M | Sell |
12,545
-208
| -2% | -$24.3K | 0.92% | 45 |
|
|
2018
Q2 | $1.36M | Sell |
12,753
-387
| -3% | -$41.1K | 0.9% | 45 |
|
|
2018
Q1 | $1.38M | Sell |
13,140
-205
| -2% | -$21.5K | 0.9% | 46 |
|
|
2017
Q4 | $1.59M | Sell |
13,345
-15
| -0.1% | -$1.79K | 1.04% | 37 |
|
|
2017
Q3 | $1.6M | Buy |
13,360
+4,475
| +50% | +$537K | 1.07% | 35 |
|
|
2017
Q2 | $983K | Buy |
8,885
+795
| +10% | +$88K | 0.67% | 57 |
|
|
2017
Q1 | $868K | Buy |
8,090
+440
| +6% | +$47.2K | 0.61% | 59 |
|
|
2016
Q4 | $877K | Buy |
7,650
+50
| +0.7% | +$5.73K | 0.66% | 55 |
|
|
2016
Q3 | $831K | Buy |
7,600
+335
| +5% | +$36.6K | 0.69% | 52 |
|
|
2016
Q2 | $783K | Buy |
+7,265
| New | +$783K | 0.68% | 53 |
|