Pinnacle Bancorp’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 | $155K | Sell |
1,537
-160
| -9% | -$16.2K | 0.05% | 260 |
|
|
2025
Q1 | $187K | Sell |
1,697
-88
| -5% | -$9.68K | 0.06% | 229 |
|
|
2024
Q4 | $225K | Sell |
1,785
-45
| -2% | -$5.68K | 0.07% | 207 |
|
|
2024
Q3 | $250K | Buy |
1,830
+150
| +9% | +$20.5K | 0.07% | 191 |
|
|
2024
Q2 | $230K | Buy |
1,680
+350
| +26% | +$47.9K | 0.07% | 185 |
|
|
2024
Q1 | $198K | Hold |
1,330
| – | – | 0.06% | 204 |
|
|
2023
Q4 | $209K | Buy |
1,330
+30
| +2% | +$4.72K | 0.07% | 184 |
|
|
2023
Q3 | $203K | Hold |
1,300
| – | – | 0.07% | 178 |
|
|
2023
Q2 | $233K | Buy |
1,300
+56
| +5% | +$10K | 0.08% | 174 |
|
|
2023
Q1 | $241K | Hold |
1,244
| – | – | 0.09% | 171 |
|
|
2022
Q4 | $216K | Sell |
1,244
-30
| -2% | -$5.21K | 0.08% | 177 |
|
|
2022
Q3 | $206K | Sell |
1,274
-10
| -0.8% | -$1.62K | 0.09% | 168 |
|
|
2022
Q2 | $234K | Sell |
1,284
-15
| -1% | -$2.73K | 0.1% | 155 |
|
|
2022
Q1 | $279K | Sell |
1,299
-30
| -2% | -$6.44K | 0.1% | 140 |
|
|
2021
Q4 | $285K | Sell |
1,329
-50
| -4% | -$10.7K | 0.1% | 144 |
|
|
2021
Q3 | $251K | Sell |
1,379
-15
| -1% | -$2.73K | 0.1% | 154 |
|
|
2021
Q2 | $290K | Buy |
1,394
+14
| +1% | +$2.91K | 0.13% | 131 |
|
|
2021
Q1 | $235K | Buy |
1,380
+75
| +6% | +$12.8K | 0.11% | 149 |
|
|
2020
Q4 | $220K | Hold |
1,305
| – | – | 0.14% | 145 |
|
|
2020
Q3 | $217K | Sell |
1,305
-520
| -28% | -$86.5K | 0.15% | 126 |
|
|
2020
Q2 | $203K | Hold |
1,825
| – | – | 0.15% | 132 |
|
|
2020
Q1 | $170K | Hold |
1,825
| – | – | 0.15% | 135 |
|
|
2019
Q4 | $214K | Sell |
1,825
-261
| -13% | -$30.6K | 0.15% | 133 |
|
|
2019
Q3 | $250K | Sell |
2,086
-133
| -6% | -$15.9K | 0.14% | 108 |
|
|
2019
Q2 | $229K | Buy |
2,219
+45
| +2% | +$4.64K | 0.13% | 118 |
|
|
2019
Q1 | $243K | Hold |
2,174
| – | – | 0.14% | 111 |
|
|
2018
Q4 | $212K | Buy |
+2,174
| New | +$212K | 0.13% | 117 |
|
|
2017
Q1 | $188K | Buy |
+1,750
| New | +$188K | 0.13% | 110 |
|