Oak Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $244K | Sell |
|
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|
2024
Q1 | $297K | Buy |
|
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|
2023
Q4 | $307K | Sell |
|
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|
2023
Q3 | $320K | Buy |
|
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $264K | Buy |
|