Summit Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $694K | Hold |
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|
2022
Q4 | $622K | Hold |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $717K | Hold |
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|
2021
Q4 | $717K | Hold |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $568K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $557K | Buy |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $370K | Hold |
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|
2019
Q2 | $319K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $294K | Hold |
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|
2018
Q3 | $351K | Hold |
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|
2018
Q2 | $320K | Hold |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $351K | Hold |
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|
2017
Q3 | $354K | Hold |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $317K | Hold |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $323K | Hold |
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|
2016
Q2 | $318K | Hold |
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|
2016
Q1 | $311K | Hold |
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|
2015
Q4 | $284K | Hold |
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|
2015
Q3 | $291K | Buy |
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|
2015
Q2 | $264K | Buy |
|