Mendota Financial Group’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
Q1 | – | Sell |
-140
| Closed | -$17.7K | – | 348 |
|
|
2024
Q4 | $17.7K | Sell |
140
-63
| -31% | -$7.94K | 0.01% | 216 |
|
|
2024
Q3 | $27.7K | Sell |
203
-163
| -45% | -$22.2K | 0.01% | 202 |
|
|
2024
Q2 | $50.1K | Buy |
366
+1
| +0.3% | +$137 | 0.03% | 172 |
|
|
2024
Q1 | $54.3K | Sell |
365
-190
| -34% | -$28.3K | 0.03% | 176 |
|
|
2023
Q4 | $87.3K | Buy |
555
+525
| +1,750% | +$82.5K | 0.07% | 159 |
|
|
2023
Q3 | $4.68K | Hold |
30
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $5.38K | Sell |
30
-31
| -51% | -$5.56K | 0.01% | 223 |
|
|
2023
Q1 | $13.1K | Hold |
61
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $10.6K | Buy |
+61
| New | +$10.6K | 0.01% | 203 |
|