Indiana Trust & Investment Management’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 | $174K | Buy |
1,720
+11
| +0.6% | +$1.11K | 0.06% | 186 |
|
|
2025
Q1 | $188K | Hold |
1,709
| – | – | 0.07% | 179 |
|
|
2024
Q4 | $216K | Buy |
1,709
+17
| +1% | +$2.14K | 0.07% | 169 |
|
|
2024
Q3 | $231K | Sell |
1,692
-168
| -9% | -$22.9K | 0.08% | 158 |
|
|
2024
Q2 | $255K | Sell |
1,860
-650
| -26% | -$89K | 0.09% | 141 |
|
|
2024
Q1 | $373K | Sell |
2,510
-215
| -8% | -$32K | 0.15% | 109 |
|
|
2023
Q4 | $428K | Sell |
2,725
-88
| -3% | -$13.8K | 0.19% | 99 |
|
|
2023
Q3 | $438K | Buy |
2,813
+238
| +9% | +$37.1K | 0.22% | 92 |
|
|
2023
Q2 | $462K | Hold |
2,575
| – | – | 0.24% | 67 |
|
|
2023
Q1 | $500K | Sell |
2,575
-204
| -7% | -$39.6K | 0.27% | 64 |
|
|
2022
Q4 | $483 | Hold |
2,779
| – | – | 0.27% | 65 |
|
|
2022
Q3 | $449K | Sell |
2,779
-150
| -5% | -$24.2K | 0.27% | 63 |
|
|
2022
Q2 | $535K | Hold |
2,929
| – | – | 0.3% | 57 |
|
|
2022
Q1 | $628K | Hold |
2,929
| – | – | 0.3% | 61 |
|
|
2021
Q4 | $628K | Buy |
2,929
+4
| +0.1% | +$858 | 0.29% | 61 |
|
|
2021
Q3 | $533K | Buy |
2,925
+5
| +0.2% | +$911 | 0.27% | 64 |
|
|
2021
Q2 | $492K | Hold |
2,920
| – | – | 0.27% | 64 |
|
|
2021
Q1 | $496K | Hold |
2,920
| – | – | 0.27% | 67 |
|
|
2020
Q4 | $492K | Sell |
2,920
-300
| -9% | -$50.5K | 0.27% | 64 |
|
|
2020
Q3 | $537K | Sell |
3,220
-200
| -6% | -$33.4K | 0.32% | 55 |
|
|
2020
Q2 | $380K | Hold |
3,420
| – | – | 0.24% | 69 |
|
|
2020
Q1 | $319K | Sell |
3,420
-570
| -14% | -$53.2K | 0.23% | 77 |
|
|
2019
Q4 | $467K | Sell |
3,990
-1,025
| -20% | -$120K | 0.26% | 71 |
|
|
2019
Q3 | $601K | Sell |
5,015
-340
| -6% | -$40.7K | 0.34% | 61 |
|
|
2019
Q2 | $553K | Sell |
5,355
-3,240
| -38% | -$335K | 0.3% | 65 |
|
|
2019
Q1 | $960K | Sell |
8,595
-260
| -3% | -$29K | 0.5% | 48 |
|
|
2018
Q4 | $864K | Buy |
8,855
+10
| +0.1% | +$976 | 0.48% | 51 |
|
|
2018
Q3 | $1.03M | Sell |
8,845
-175
| -2% | -$20.4K | 0.47% | 50 |
|
|
2018
Q2 | $958K | Sell |
9,020
-1,071
| -11% | -$114K | 0.46% | 50 |
|
|
2018
Q1 | $1.06M | Sell |
10,091
-80
| -0.8% | -$8.37K | 0.49% | 47 |
|
|
2017
Q4 | $1.21M | Sell |
10,171
-410
| -4% | -$48.9K | 0.56% | 47 |
|
|
2017
Q3 | $1.27M | Sell |
10,581
-1,090
| -9% | -$131K | 0.61% | 46 |
|
|
2017
Q2 | $1.29M | Sell |
11,671
-79
| -0.7% | -$8.74K | 0.63% | 45 |
|
|
2017
Q1 | $1.26M | Sell |
11,750
-530
| -4% | -$56.9K | 0.63% | 43 |
|
|
2016
Q4 | $1.41M | Hold |
12,280
| – | – | 0.73% | 42 |
|
|
2016
Q3 | $1.34M | Hold |
12,280
| – | – | 0.67% | 43 |
|
|
2016
Q2 | $1.32M | Sell |
12,280
-50
| -0.4% | -$5.39K | 0.67% | 44 |
|
|
2016
Q1 | $1.3M | Sell |
12,330
-250
| -2% | -$26.4K | 0.69% | 44 |
|
|
2015
Q4 | $1.4M | Hold |
12,580
| – | – | 0.73% | 43 |
|
|
2015
Q3 | $1.24M | Hold |
12,580
| – | – | 0.71% | 38 |
|
|
2015
Q2 | $1.22M | Sell |
12,580
-60
| -0.5% | -$5.81K | 0.63% | 45 |
|
|
2015
Q1 | $1.23M | Buy |
12,640
+60
| +0.5% | +$5.82K | 0.62% | 50 |
|
|
2014
Q4 | $1.4M | Buy |
12,580
+75
| +0.6% | +$8.34K | 0.73% | 43 |
|
|
2014
Q3 | $1.23M | Sell |
12,505
-50
| -0.4% | -$4.91K | 0.64% | 49 |
|
|
2014
Q2 | $1.29M | Buy |
12,555
+155
| +1% | +$15.9K | 0.75% | 46 |
|
|
2014
Q1 | $1.21M | Buy |
12,400
+2,670
| +27% | +$260K | 0.75% | 43 |
|
|
2013
Q4 | $1.02M | Buy |
9,730
+315
| +3% | +$33.1K | 0.58% | 49 |
|
|
2013
Q3 | $860K | Buy |
+9,415
| New | +$860K | 0.52% | 55 |
|