MidWestOne 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
Q2 | $309K | Hold |
3,064
| – | – | 0.04% | 244 |
|
|
2025
Q1 | $337K | Sell |
3,064
-115
| -4% | -$12.6K | 0.05% | 220 |
|
|
2024
Q4 | $401K | Hold |
3,179
| – | – | 0.06% | 220 |
|
|
2024
Q3 | $433K | Buy |
3,179
+10
| +0.3% | +$1.36K | 0.06% | 214 |
|
|
2024
Q2 | $434K | Hold |
3,169
| – | – | 0.08% | 214 |
|
|
2024
Q1 | $471K | Buy |
3,169
+19
| +0.6% | +$2.82K | 0.08% | 215 |
|
|
2023
Q4 | $495K | Hold |
3,150
| – | – | 0.09% | 201 |
|
|
2023
Q3 | $491K | Sell |
3,150
-8
| -0.3% | -$1.25K | 0.11% | 193 |
|
|
2023
Q2 | $566K | Buy |
3,158
+425
| +16% | +$76.2K | 0.12% | 194 |
|
|
2023
Q1 | $530K | Hold |
2,733
| – | – | 0.12% | 182 |
|
|
2022
Q4 | $475K | Hold |
2,733
| – | – | 0.11% | 181 |
|
|
2022
Q3 | $441K | Hold |
2,733
| – | – | 0.11% | 172 |
|
|
2022
Q2 | $499K | Hold |
2,733
| – | – | 0.12% | 163 |
|
|
2022
Q1 | $586K | Hold |
2,733
| – | – | 0.13% | 164 |
|
|
2021
Q4 | $585K | Buy |
2,733
+912
| +50% | +$195K | 0.12% | 165 |
|
|
2021
Q3 | $332K | Sell |
1,821
-1,000
| -35% | -$182K | 0.08% | 191 |
|
|
2021
Q2 | $587K | Buy |
2,821
+1,096
| +64% | +$228K | 0.14% | 142 |
|
|
2021
Q1 | $293K | Hold |
1,725
| – | – | 0.07% | 188 |
|
|
2020
Q4 | $290K | Hold |
1,725
| – | – | 0.08% | 178 |
|
|
2020
Q3 | $287K | Buy |
+1,725
| New | +$287K | 0.1% | 171 |
|
|
2020
Q2 | – | Sell |
-2,738
| Closed | -$256K | – | 185 |
|
|
2020
Q1 | $256K | Sell |
2,738
-320
| -10% | -$29.9K | 0.09% | 167 |
|
|
2019
Q4 | $357K | Sell |
3,058
-1,011
| -25% | -$118K | 0.07% | 177 |
|
|
2019
Q3 | $488K | Buy |
4,069
+273
| +7% | +$32.7K | 0.15% | 141 |
|
|
2019
Q2 | $392K | Buy |
+3,796
| New | +$392K | 0.11% | 183 |
|