Formidable Asset Management’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
Q3 | $386K | Sell |
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|
2025
Q2 | $744K | Hold |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $540K | Hold |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $520K | Hold |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $445K | Hold |
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|
2020
Q3 | $454K | Hold |
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|
2020
Q2 | $323K | Hold |
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|
2020
Q1 | $254K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $18K | Sell |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $18K | Hold |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $10K | Buy |
|