ISB
Iowa State Bank’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
48,666
-7,865
| -14% | -$794K | 0.98% | 33 |
|
|
2025
Q1 | $6.22M | Sell |
56,531
-2,418
| -4% | -$266K | 1.32% | 28 |
|
|
2024
Q4 | $7.43M | Sell |
58,949
-699
| -1% | -$88.1K | 1.55% | 22 |
|
|
2024
Q3 | $8.13M | Sell |
59,648
-20,681
| -26% | -$2.82M | 1.67% | 19 |
|
|
2024
Q2 | $11M | Buy |
80,329
+133
| +0.2% | +$18.2K | 2.43% | 8 |
|
|
2024
Q1 | $11.9M | Sell |
80,196
-219
| -0.3% | -$32.6K | 2.64% | 7 |
|
|
2023
Q4 | $12.6M | Buy |
80,415
+333
| +0.4% | +$52.4K | 3.03% | 7 |
|
|
2023
Q3 | $12.5M | Sell |
80,082
-389
| -0.5% | -$60.6K | 3.24% | 6 |
|
|
2023
Q2 | $14.4M | Sell |
80,471
-1,041
| -1% | -$187K | 3.62% | 6 |
|
|
2023
Q1 | $15.8M | Sell |
81,512
-4,663
| -5% | -$905K | 3.96% | 4 |
|
|
2022
Q4 | $15M | Buy |
86,175
+1,052
| +1% | +$183K | 3.76% | 3 |
|
|
2022
Q3 | $13.8M | Buy |
85,123
+312
| +0.4% | +$50.4K | 3.91% | 3 |
|
|
2022
Q2 | $15.5M | Buy |
84,811
+412
| +0.5% | +$75.2K | 4.11% | 1 |
|
|
2022
Q1 | $18.1M | Sell |
84,399
-778
| -0.9% | -$167K | 4.2% | 1 |
|
|
2021
Q4 | $18.3M | Buy |
85,177
+3,558
| +4% | +$763K | 4.3% | 1 |
|
|
2021
Q3 | $14.9M | Buy |
81,619
+99
| +0.1% | +$18K | 4.16% | 1 |
|
|
2021
Q2 | $17M | Sell |
81,520
-114
| -0.1% | -$23.7K | 4.76% | 1 |
|
|
2021
Q1 | $13.9M | Sell |
81,634
-736
| -0.9% | -$125K | 4.17% | 1 |
|
|
2020
Q4 | $13.9M | Sell |
82,370
-1,088
| -1% | -$183K | 4.59% | 2 |
|
|
2020
Q3 | $13.9M | Sell |
83,458
-10
| -0% | -$1.67K | 5.38% | 1 |
|
|
2020
Q2 | $9.28M | Buy |
83,468
+1,639
| +2% | +$182K | 4.04% | 3 |
|
|
2020
Q1 | $7.64M | Buy |
81,829
+711
| +0.9% | +$66.4K | 3.59% | 2 |
|
|
2019
Q4 | $9.5M | Buy |
81,118
+362
| +0.4% | +$42.4K | 3.38% | 3 |
|
|
2019
Q3 | $9.68M | Sell |
80,756
-558
| -0.7% | -$66.9K | 3.67% | 2 |
|
|
2019
Q2 | $8.4M | Sell |
81,314
-3
| -0% | -$310 | 3.74% | 2 |
|
|
2019
Q1 | $9.09M | Buy |
81,317
+68
| +0.1% | +$7.6K | 4.17% | 1 |
|
|
2018
Q4 | $7.92M | Buy |
81,249
+303
| +0.4% | +$29.6K | 4% | 1 |
|
|
2018
Q3 | $9.45M | Sell |
80,946
-98
| -0.1% | -$11.4K | 4.21% | 1 |
|
|
2018
Q2 | $8.61M | Sell |
81,044
-299
| -0.4% | -$31.8K | 4.11% | 1 |
|
|
2018
Q1 | $8.51M | Sell |
81,343
-1,043
| -1% | -$109K | 4.14% | 1 |
|
|
2017
Q4 | $9.82M | Buy |
82,386
+435
| +0.5% | +$51.8K | 4.42% | 1 |
|
|
2017
Q3 | $9.84M | Sell |
81,951
-213
| -0.3% | -$25.6K | 4.64% | 1 |
|
|
2017
Q2 | $9.09M | Sell |
82,164
-246
| -0.3% | -$27.2K | 4.35% | 1 |
|
|
2017
Q1 | $8.84M | Buy |
82,410
+920
| +1% | +$98.7K | 4.33% | 1 |
|
|
2016
Q4 | $9.34M | Buy |
81,490
+589
| +0.7% | +$67.5K | 4.79% | 1 |
|
|
2016
Q3 | $8.85M | Buy |
80,901
+264
| +0.3% | +$28.9K | 4.74% | 1 |
|
|
2016
Q2 | $8.69M | Buy |
80,637
+327
| +0.4% | +$35.2K | 4.7% | 1 |
|
|
2016
Q1 | $8.47M | Buy |
80,310
+165
| +0.2% | +$17.4K | 4.78% | 1 |
|
|
2015
Q4 | $7.71M | Buy |
80,145
+1,209
| +2% | +$116K | 4.57% | 1 |
|
|
2015
Q3 | $7.79M | Buy |
78,936
+794
| +1% | +$78.4K | 5.33% | 1 |
|
|
2015
Q2 | $7.57M | Buy |
78,142
+177
| +0.2% | +$17.2K | 4.77% | 1 |
|
|
2015
Q1 | $7.56M | Buy |
77,965
+520
| +0.7% | +$50.4K | 4.81% | 1 |
|
|
2014
Q4 | $8.61M | Buy |
77,445
+558
| +0.7% | +$62K | 5.43% | 1 |
|
|
2014
Q3 | $7.56M | Buy |
76,887
+185
| +0.2% | +$18.2K | 5.05% | 1 |
|
|
2014
Q2 | $7.87M | Buy |
76,702
+2,019
| +3% | +$207K | 5.32% | 1 |
|
|
2014
Q1 | $7.27M | Buy |
74,683
+1,085
| +1% | +$106K | 5.18% | 1 |
|
|
2013
Q4 | $7.73M | Sell |
73,598
-191
| -0.3% | -$20.1K | 5.68% | 1 |
|
|
2013
Q3 | $6.74M | Buy |
73,789
+925
| +1% | +$84.5K | 5.28% | 1 |
|
|
2013
Q2 | $6.3M | Buy |
+72,864
| New | +$6.3M | 5.19% | 1 |
|