Roble Belko & Company’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 | $419K | Buy |
4,152
+6
| +0.1% | +$605 | 0.06% | 81 |
|
|
2025
Q1 | $456K | Buy |
4,146
+632
| +18% | +$69.5K | 0.07% | 77 |
|
|
2024
Q4 | $443K | Buy |
3,514
+1
| +0% | +$126 | 0.07% | 79 |
|
|
2024
Q3 | $479K | Hold |
3,513
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $481K | Hold |
3,513
| – | – | 0.08% | 73 |
|
|
2024
Q1 | $522K | Buy |
3,513
+80
| +2% | +$11.9K | 0.09% | 69 |
|
|
2023
Q4 | $540K | Buy |
3,433
+1
| +0% | +$157 | 0.1% | 58 |
|
|
2023
Q3 | $535K | Hold |
3,432
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $615K | Hold |
3,432
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $666K | Hold |
3,432
| – | – | 0.14% | 57 |
|
|
2022
Q4 | $597K | Buy |
3,432
+1
| +0% | +$174 | 0.13% | 59 |
|
|
2022
Q3 | $554K | Sell |
3,431
-13
| -0.4% | -$2.1K | 0.13% | 54 |
|
|
2022
Q2 | $629K | Hold |
3,444
| – | – | 0.14% | 52 |
|
|
2022
Q1 | $739K | Buy |
3,444
+13
| +0.4% | +$2.79K | 0.14% | 54 |
|
|
2021
Q4 | $735K | Hold |
3,431
| – | – | 0.14% | 51 |
|
|
2021
Q3 | $625K | Buy |
3,431
+7
| +0.2% | +$1.28K | 0.13% | 52 |
|
|
2021
Q2 | $712K | Hold |
3,424
| – | – | 0.16% | 51 |
|
|
2021
Q1 | $582K | Hold |
3,424
| – | – | 0.14% | 51 |
|
|
2020
Q4 | $577K | Hold |
3,424
| – | – | 0.15% | 50 |
|
|
2020
Q3 | $571K | Hold |
3,424
| – | – | 0.17% | 49 |
|
|
2020
Q2 | $381K | Hold |
3,424
| – | – | 0.11% | 55 |
|
|
2020
Q1 | $320K | Hold |
3,424
| – | – | 0.1% | 64 |
|
|
2019
Q4 | $401K | Hold |
3,424
| – | – | 0.11% | 58 |
|
|
2019
Q3 | $410K | Hold |
3,424
| – | – | 0.12% | 55 |
|
|
2019
Q2 | $354K | Hold |
3,424
| – | – | 0.11% | 56 |
|
|
2019
Q1 | $383K | Hold |
3,424
| – | – | 0.13% | 54 |
|
|
2018
Q4 | $334K | Hold |
3,424
| – | – | 0.13% | 55 |
|
|
2018
Q3 | $400K | Hold |
3,424
| – | – | 0.15% | 41 |
|
|
2018
Q2 | $364K | Hold |
3,424
| – | – | 0.14% | 42 |
|
|
2018
Q1 | $358K | Hold |
3,424
| – | – | 0.14% | 41 |
|
|
2017
Q4 | $408K | Sell |
3,424
-62
| -2% | -$7.39K | 0.17% | 39 |
|
|
2017
Q3 | $419K | Sell |
3,486
-126
| -3% | -$15.1K | 0.19% | 37 |
|
|
2017
Q2 | $399K | Sell |
3,612
-36
| -1% | -$3.98K | 0.19% | 36 |
|
|
2017
Q1 | $391K | Sell |
3,648
-35
| -1% | -$3.75K | 0.19% | 35 |
|
|
2016
Q4 | $422K | Buy |
3,683
+36
| +1% | +$4.13K | 0.22% | 36 |
|
|
2016
Q3 | $399K | Hold |
3,647
| – | – | 0.21% | 36 |
|
|
2016
Q2 | $393K | Sell |
3,647
-228
| -6% | -$24.6K | 0.22% | 38 |
|
|
2016
Q1 | $409K | Sell |
3,875
-39
| -1% | -$4.12K | 0.23% | 37 |
|
|
2015
Q4 | $377K | Buy |
3,914
+1
| +0% | +$96 | 0.23% | 40 |
|
|
2015
Q3 | $386K | Buy |
3,913
+2,340
| +149% | +$231K | 0.24% | 40 |
|
|
2015
Q2 | $152K | Buy |
1,573
+1
| +0.1% | +$97 | 0.09% | 60 |
|
|
2015
Q1 | $152K | Buy |
+1,572
| New | +$152K | 0.09% | 57 |
|