R.H. Dinel Investment Counsel’s United Parcel Service UPS Stock Holding History

R.H. Dinel Investment Counsel’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$643K	Sell	6,375 -475	-7%	-$47.9K	0.43%	34
2025 Q1	$753K	Hold	6,850	–	–	0.51%	33
2024 Q4	$864K	Hold	6,850	–	–	0.58%	32
2024 Q3	$934K	Sell	6,850 -1,325	-16%	-$181K	0.58%	31
2024 Q2	$1.12M	Sell	8,175 -1,250	-13%	-$171K	0.72%	30
2024 Q1	$1.4M	Sell	9,425 -475	-5%	-$70.6K	0.9%	29
2023 Q4	$1.56M	Sell	9,900 -775	-7%	-$122K	1.06%	27
2023 Q3	$1.66M	Hold	10,675	–	–	1.2%	25
2023 Q2	$1.91M	Sell	10,675 -325	-3%	-$58.3K	1.34%	27
2023 Q1	$2.13M	Hold	11,000	–	–	1.61%	21
2022 Q4	$1.91M	Hold	11,000	–	–	1.71%	21
2022 Q3	$1.78M	Hold	11,000	–	–	1.77%	20
2022 Q2	$2.01M	Hold	11,000	–	–	1.81%	19
2022 Q1	$2.36M	Hold	11,000	–	–	1.81%	18
2021 Q4	$2.36M	Hold	11,000	–	–	1.62%	19
2021 Q3	$2M	Hold	11,000	–	–	1.5%	23
2021 Q2	$2.29M	Hold	11,000	–	–	1.63%	22
2021 Q1	$1.87M	Hold	11,000	–	–	1.43%	24
2020 Q4	$1.85M	Hold	11,000	–	–	1.49%	24
2020 Q3	$1.57M	Sell	11,000 -850	-7%	-$121K	1.5%	22
2020 Q2	$1.32M	Hold	11,850	–	–	1.28%	24
2020 Q1	$1.11M	Hold	11,850	–	–	1.31%	23
2019 Q4	$1.39M	Hold	11,850	–	–	1.23%	27
2019 Q3	$1.42M	Hold	11,850	–	–	1.32%	27
2019 Q2	$1.22M	Hold	11,850	–	–	1.13%	28
2019 Q1	$1.32M	Hold	11,850	–	–	1.31%	27
2018 Q4	$1.16M	Buy	+11,850	New	+$1.16M	1.3%	28
2016 Q3	$1.28M	Hold	11,700	–	–	1.43%	26
2016 Q2	$1.26M	Hold	11,700	–	–	1.48%	25
2016 Q1	$1.23M	Hold	11,700	–	–	1.45%	27
2015 Q4	$1.13M	Hold	11,700	–	–	1.28%	29
2015 Q3	$1.16M	Hold	11,700	–	–	1.21%	31
2015 Q2	$1.13M	Hold	11,700	–	–	1.06%	33
2015 Q1	$1.13M	Sell	11,700 -2,050	-15%	-$199K	1.07%	33
2014 Q4	$1.53M	Hold	13,750	–	–	1.36%	30
2014 Q3	$1.35M	Hold	13,750	–	–	1.22%	33
2014 Q2	$1.41M	Sell	13,750 -475	-3%	-$48.8K	1.29%	32
2014 Q1	$1.39M	Hold	14,225	–	–	1.22%	34
2013 Q4	$1.5M	Buy	+14,225	New	+$1.5M	1.31%	33