Summit Financial’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 | $2.73M | Sell |
|
|||||
|
2025
Q1 | $3.37M | Buy |
|
|||||
|
2024
Q4 | $3.02M | Sell |
|
|||||
|
2024
Q3 | $3.53M | Buy |
|
|||||
|
2024
Q2 | $2.77M | Buy |
|
|||||
|
2024
Q1 | $1.56M | Buy |
|
|||||
|
2023
Q4 | $1.62M | Sell |
|
|||||
|
2023
Q3 | $1.94M | Sell |
|
|||||
|
2023
Q2 | $2.25M | Buy |
|
|||||
|
2023
Q1 | $1.73M | Sell |
|
|||||
|
2022
Q4 | $1.6M | Sell |
|
|||||
|
2022
Q3 | $1.51M | Buy |
|
|||||
|
2022
Q2 | $1.36M | Buy |
|
|||||
|
2022
Q1 | $1.58M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $854K | Buy |
|
|||||
|
2021
Q2 | $539K | Buy |
|