RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $444K | Buy |
4,133
+9
| +0.2% | +$936 | 0.1% | 179 |
|
|
2026
Q1 | $406K | Buy |
4,124
+97
| +2% | +$10.4K | 0.1% | 182 |
|
|
2025
Q4 | $399K | Sell |
4,027
-717
| -15% | -$67.1K | 0.1% | 177 |
|
|
2025
Q3 | $396K | Buy |
4,744
+145
| +3% | +$13.1K | 0.1% | 181 |
|
|
2025
Q2 | $464K | Buy |
4,599
+147
| +3% | +$14.5K | 0.13% | 149 |
|
|
2025
Q1 | $490K | Buy |
4,452
+355
| +9% | +$42.4K | 0.15% | 135 |
|
|
2024
Q4 | $517K | Buy |
4,097
+290
| +8% | +$38.2K | 0.15% | 135 |
|
|
2024
Q3 | $519K | Sell |
3,807
-130
| -3% | -$17.1K | 0.16% | 135 |
|
|
2024
Q2 | $539K | Sell |
3,937
-72
| -2% | -$10.3K | 0.18% | 129 |
|
|
2024
Q1 | $596K | Buy |
4,009
+651
| +19% | +$99K | 0.2% | 118 |
|
|
2023
Q4 | $528K | Buy |
3,358
+496
| +17% | +$75K | 0.2% | 121 |
|
|
2023
Q3 | $446K | Sell |
2,862
-42
| -1% | -$7.25K | 0.19% | 120 |
|
|
2023
Q2 | $521K | Hold |
2,904
| – | – | 0.22% | 106 |
|
|
2023
Q1 | $563K | Buy |
2,904
+38
| +1% | +$6.97K | 0.26% | 95 |
|
|
2022
Q4 | $498K | Sell |
2,866
-50
| -2% | -$8.65K | 0.25% | 96 |
|
|
2022
Q3 | $471K | Sell |
2,916
-4
| -0.1% | -$757 | 0.26% | 99 |
|
|
2022
Q2 | $533K | Buy |
2,920
+63
| +2% | +$11.5K | 0.27% | 96 |
|
|
2022
Q1 | $613K | Buy |
2,857
+68
| +2% | +$14.4K | 0.26% | 99 |
|
|
2021
Q4 | $598K | Sell |
2,789
-18
| -0.6% | -$3.66K | 0.24% | 101 |
|
|
2021
Q3 | $511K | Buy |
2,807
+9
| +0.3% | +$1.78K | 0.23% | 106 |
|
|
2021
Q2 | $582K | Hold |
2,798
| – | – | 0.26% | 91 |
|
|
2021
Q1 | $476K | Hold |
2,798
| – | – | 0.2% | 116 |
|
|
2020
Q4 | $471K | Hold |
2,798
| – | – | 0.21% | 110 |
|
|
2020
Q3 | $466K | Sell |
2,798
-65
| -2% | -$9.46K | 0.21% | 111 |
|
|
2020
Q2 | $318K | Buy |
2,863
+20
| +0.7% | +$2K | 0.16% | 138 |
|
|
2020
Q1 | $266K | Buy |
2,843
+155
| +6% | +$16.1K | 0.16% | 137 |
|
|
2019
Q4 | $311K | Hold |
2,688
| – | – | 0.13% | 175 |
|
|
2019
Q3 | $324K | Buy |
2,688
+25
| +0.9% | +$2.86K | 0.14% | 158 |
|
|
2019
Q2 | $271K | Hold |
2,663
| – | – | 0.12% | 179 |
|
|
2019
Q1 | $303K | Buy |
+2,663
| New | +$282K | 0.14% | 157 |
|
Other funds holding UPS
MIHAS
DC
ORIO
CAM
AAMU
CNB