FAM
Formidable Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Hold |
6,763
| – | – | 0.12% | 156 |
|
|
2025
Q1 | $744K | Buy |
6,763
+40
| +0.6% | +$4.4K | 0.12% | 161 |
|
|
2024
Q4 | $848K | Sell |
6,723
-413
| -6% | -$52.1K | 0.14% | 138 |
|
|
2024
Q3 | $973K | Buy |
7,136
+117
| +2% | +$16K | 0.16% | 126 |
|
|
2024
Q2 | $961K | Sell |
7,019
-11
| -0.2% | -$1.51K | 0.16% | 131 |
|
|
2024
Q1 | $1.04M | Buy |
7,030
+4,018
| +133% | +$597K | 0.17% | 118 |
|
|
2023
Q4 | $474K | Hold |
3,012
| – | – | 0.1% | 179 |
|
|
2023
Q3 | $469K | Hold |
3,012
| – | – | 0.1% | 176 |
|
|
2023
Q2 | $540K | Hold |
3,012
| – | – | 0.12% | 162 |
|
|
2023
Q1 | $584K | Hold |
3,012
| – | – | 0.12% | 157 |
|
|
2022
Q4 | $524K | Sell |
3,012
-100
| -3% | -$17.4K | 0.12% | 158 |
|
|
2022
Q3 | $520K | Hold |
3,112
| – | – | 0.12% | 151 |
|
|
2022
Q2 | $570K | Buy |
3,112
+24
| +0.8% | +$4.4K | 0.13% | 146 |
|
|
2022
Q1 | $662K | Buy |
3,088
+98
| +3% | +$21K | 0.13% | 143 |
|
|
2021
Q4 | $649K | Hold |
2,990
| – | – | 0.12% | 152 |
|
|
2021
Q3 | $544K | Buy |
2,990
+100
| +3% | +$18.2K | 0.1% | 187 |
|
|
2021
Q2 | $608K | Hold |
2,890
| – | – | 0.13% | 162 |
|
|
2021
Q1 | $495K | Buy |
2,890
+173
| +6% | +$29.6K | 0.11% | 161 |
|
|
2020
Q4 | $445K | Hold |
2,717
| – | – | 0.1% | 160 |
|
|
2020
Q3 | $454K | Hold |
2,717
| – | – | 0.13% | 142 |
|
|
2020
Q2 | $323K | Hold |
2,717
| – | – | 0.1% | 173 |
|
|
2020
Q1 | $254K | Buy |
+2,717
| New | +$254K | 0.1% | 157 |
|
|
2016
Q2 | – | Sell |
-174
| Closed | -$18K | – | 404 |
|
|
2016
Q1 | $18K | Sell |
174
-9
| -5% | -$931 | 0.01% | 284 |
|
|
2015
Q4 | $17K | Hold |
183
| – | – | 0.01% | 320 |
|
|
2015
Q3 | $18K | Hold |
183
| – | – | 0.01% | 326 |
|
|
2015
Q2 | $18K | Hold |
183
| – | – | 0.01% | 300 |
|
|
2015
Q1 | $18K | Buy |
183
+56
| +44% | +$5.51K | 0.01% | 292 |
|
|
2014
Q4 | $14K | Hold |
127
| – | – | 0.01% | 296 |
|
|
2014
Q3 | $13K | Buy |
127
+18
| +17% | +$1.84K | 0.01% | 298 |
|
|
2014
Q2 | $11K | Hold |
109
| – | – | 0.01% | 348 |
|
|
2014
Q1 | $11K | Hold |
109
| – | – | 0.01% | 314 |
|
|
2013
Q4 | $10K | Hold |
109
| – | – | 0.01% | 344 |
|
|
2013
Q3 | $10K | Buy |
+109
| New | +$10K | 0.01% | 308 |
|