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Roble Belko & Company’s United Parcel Service UPS Stock Holding History

Roble Belko & Company’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Buy
2025
Q2
$419K Buy
2025
Q1
$456K Buy
2024
Q4
$443K Buy
2024
Q3
$479K Hold
2024
Q2
$481K Hold
2024
Q1
$522K Buy
2023
Q4
$540K Buy
2023
Q3
$535K Hold
2023
Q2
$615K Hold
2023
Q1
$666K Hold
2022
Q4
$597K Buy
2022
Q3
$554K Sell
2022
Q2
$629K Hold
2022
Q1
$739K Buy
2021
Q4
$735K Hold
2021
Q3
$625K Buy
2021
Q2
$712K Hold
2021
Q1
$582K Hold
2020
Q4
$577K Hold
2020
Q3
$571K Hold
2020
Q2
$381K Hold
2020
Q1
$320K Hold
2019
Q4
$401K Hold
2019
Q3
$410K Hold
2019
Q2
$354K Hold
2019
Q1
$383K Hold
2018
Q4
$334K Hold
2018
Q3
$400K Hold
2018
Q2
$364K Hold
2018
Q1
$358K Hold
2017
Q4
$408K Sell
2017
Q3
$419K Sell
2017
Q2
$399K Sell
2017
Q1
$391K Sell
2016
Q4
$422K Buy
2016
Q3
$399K Hold
2016
Q2
$393K Sell
2016
Q1
$409K Sell
2015
Q4
$377K Buy
2015
Q3
$386K Buy
2015
Q2
$152K Buy
2015
Q1
$152K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Outlier Fund Trades Discover outlier trades that significantly changed a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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