PA
Probity Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
14,605
+149
| +1% | +$15K | 0.26% | 71 |
|
|
2025
Q1 | $1.59M | Buy |
14,456
+2,717
| +23% | +$299K | 0.31% | 60 |
|
|
2024
Q4 | $1.48M | Buy |
11,739
+2,846
| +32% | +$359K | 0.28% | 63 |
|
|
2024
Q3 | $1.21M | Buy |
8,893
+1,022
| +13% | +$139K | 0.23% | 80 |
|
|
2024
Q2 | $1.08M | Buy |
7,871
+703
| +10% | +$96.2K | 0.22% | 81 |
|
|
2024
Q1 | $1.07M | Buy |
7,168
+378
| +6% | +$56.2K | 0.22% | 93 |
|
|
2023
Q4 | $1.07M | Sell |
6,790
-133
| -2% | -$20.9K | 0.23% | 78 |
|
|
2023
Q3 | $1.08M | Buy |
6,923
+12
| +0.2% | +$1.87K | 0.25% | 59 |
|
|
2023
Q2 | $1.24M | Buy |
+6,911
| New | +$1.24M | 0.27% | 56 |
|
|
2022
Q4 | $1.02M | Buy |
5,851
+493
| +9% | +$85.7K | 0.23% | 71 |
|
|
2022
Q3 | $866K | Sell |
5,358
-394
| -7% | -$63.7K | 0.21% | 78 |
|
|
2022
Q2 | $1.05M | Buy |
5,752
+339
| +6% | +$61.9K | 0.24% | 69 |
|
|
2022
Q1 | $1.16M | Sell |
5,413
-636
| -11% | -$136K | 0.24% | 75 |
|
|
2021
Q4 | $1.3M | Sell |
6,049
-116
| -2% | -$24.9K | 0.26% | 74 |
|
|
2021
Q3 | $1.12M | Buy |
6,165
+294
| +5% | +$53.6K | 0.23% | 80 |
|
|
2021
Q2 | $1.22M | Sell |
5,871
-240
| -4% | -$49.9K | 0.26% | 73 |
|
|
2021
Q1 | $1.04M | Buy |
+6,111
| New | +$1.04M | 0.23% | 83 |
|
|
2020
Q3 | $854K | Sell |
5,125
-113
| -2% | -$18.8K | 0.24% | 78 |
|
|
2020
Q2 | $582K | Buy |
5,238
+1,649
| +46% | +$183K | 0.18% | 101 |
|
|
2020
Q1 | $335K | Buy |
+3,589
| New | +$335K | 0.12% | 126 |
|