Monte Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.6M | Buy |
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|
2025
Q2 | $5.43M | Buy |
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|
2025
Q1 | $5.07M | Buy |
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|
2024
Q4 | $3.63M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $4.04M | Sell |
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|
2020
Q3 | $5.17M | Sell |
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|
2020
Q2 | $3.78M | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $3.37M | Sell |
|
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|
2019
Q3 | $3.53M | Sell |
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|
2019
Q2 | $3.17M | Buy |
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|
2019
Q1 | $3.02M | Buy |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $2.69M | Buy |
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|
2018
Q2 | $2.43M | Sell |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $1.97M | Buy |
|