MFG
Merit Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9M | Sell |
860,493
-2,537
| -0.3% | -$256K | 0.97% | 22 |
|
|
2025
Q1 | $94.9M | Buy |
863,030
+14,836
| +2% | +$1.63M | 1.42% | 12 |
|
|
2024
Q4 | $107M | Sell |
848,194
-88,962
| -9% | -$11.2M | 1.92% | 10 |
|
|
2024
Q3 | $128M | Buy |
937,156
+50,625
| +6% | +$6.9M | 2.86% | 5 |
|
|
2024
Q2 | $121M | Sell |
886,531
-14,866
| -2% | -$2.03M | 2.67% | 7 |
|
|
2024
Q1 | $132M | Buy |
901,397
+19,853
| +2% | +$2.91M | 3.14% | 6 |
|
|
2023
Q4 | $139M | Sell |
881,544
-9,362
| -1% | -$1.47M | 4.22% | 4 |
|
|
2023
Q3 | $139M | Buy |
890,906
+17,436
| +2% | +$2.72M | 4.54% | 4 |
|
|
2023
Q2 | $157M | Buy |
873,470
+64,024
| +8% | +$11.5M | 5.07% | 4 |
|
|
2023
Q1 | $157M | Sell |
809,446
-28,056
| -3% | -$5.44M | 5.71% | 4 |
|
|
2022
Q4 | $146M | Buy |
837,502
+3,155
| +0.4% | +$548K | 5.27% | 4 |
|
|
2022
Q3 | $135M | Sell |
834,347
-1,220,851
| -59% | -$197M | 5.85% | 4 |
|
|
2022
Q2 | $375M | Buy |
2,055,198
+1,301,300
| +173% | +$238M | 11.61% | 1 |
|
|
2022
Q1 | $162M | Buy |
753,898
+746,899
| +10,672% | +$160M | 9.75% | 3 |
|
|
2021
Q4 | $1.5M | Buy |
6,999
+102
| +1% | +$21.9K | 0.15% | 74 |
|
|
2021
Q3 | $1.26M | Buy |
6,897
+26
| +0.4% | +$4.74K | 0.13% | 76 |
|
|
2021
Q2 | $1.43M | Sell |
6,871
-194
| -3% | -$40.3K | 0.13% | 77 |
|
|
2021
Q1 | $1.2M | Buy |
7,065
+18
| +0.3% | +$3.06K | 0.13% | 82 |
|
|
2020
Q4 | $1.19M | Buy |
7,047
+1
| +0% | +$168 | 0.11% | 75 |
|
|
2020
Q3 | $1.17M | Sell |
7,046
-503
| -7% | -$83.8K | 0.11% | 74 |
|
|
2020
Q2 | $839K | Buy |
7,549
+143
| +2% | +$15.9K | 0.08% | 91 |
|
|
2020
Q1 | $692K | Buy |
7,406
+162
| +2% | +$15.1K | 0.08% | 96 |
|
|
2019
Q4 | $848K | Buy |
7,244
+937
| +15% | +$110K | 0.08% | 96 |
|
|
2019
Q3 | $756K | Buy |
6,307
+57
| +0.9% | +$6.83K | 0.08% | 61 |
|
|
2019
Q2 | $645K | Sell |
6,250
-428
| -6% | -$44.2K | 0.08% | 46 |
|
|
2019
Q1 | $746K | Buy |
6,678
+378
| +6% | +$42.2K | 0.09% | 40 |
|
|
2018
Q4 | $614K | Sell |
6,300
-4
| -0.1% | -$390 | 0.09% | 40 |
|
|
2018
Q3 | $735K | Sell |
6,304
-28
| -0.4% | -$3.27K | 0.12% | 38 |
|
|
2018
Q2 | $672K | Buy |
6,332
+180
| +3% | +$19.1K | 0.12% | 37 |
|
|
2018
Q1 | $643K | Buy |
6,152
+202
| +3% | +$21.1K | 0.13% | 32 |
|
|
2017
Q4 | $708K | Buy |
+5,950
| New | +$708K | 0.15% | 26 |
|