Heartland 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 | $299K | Sell |
2,958
-73
| -2% | -$7.37K | 0.14% | 138 |
|
|
2025
Q1 | $333K | Buy |
+3,031
| New | +$333K | 0.17% | 124 |
|
|
2024
Q4 | – | Sell |
-1,533
| Closed | -$209K | – | 160 |
|
|
2024
Q3 | $209K | Sell |
1,533
-83
| -5% | -$11.3K | 0.11% | 152 |
|
|
2024
Q2 | $221K | Buy |
1,616
+57
| +4% | +$7.8K | 0.13% | 138 |
|
|
2024
Q1 | $232K | Buy |
+1,559
| New | +$232K | 0.13% | 132 |
|
|
2023
Q4 | – | Sell |
-1,742
| Closed | -$272K | – | 136 |
|
|
2023
Q3 | $272K | Buy |
1,742
+17
| +1% | +$2.65K | 0.21% | 115 |
|
|
2023
Q2 | $309K | Sell |
1,725
-199
| -10% | -$35.7K | 0.24% | 105 |
|
|
2023
Q1 | $373K | Buy |
+1,924
| New | +$373K | 0.28% | 103 |
|
|
2021
Q2 | – | Sell |
-6,264
| Closed | -$1.07M | – | 157 |
|
|
2021
Q1 | $1.07M | Buy |
6,264
+257
| +4% | +$43.7K | 0.97% | 31 |
|
|
2020
Q4 | $1.01M | Buy |
+6,007
| New | +$1.01M | 0.9% | 33 |
|