Van Hulzen 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
Q1 | – | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $533K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $275K | Buy |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $2.53M | Sell |
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|
2015
Q3 | $2.6M | Sell |
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|
2015
Q2 | $3.04M | Buy |
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|
2015
Q1 | $970K | Sell |
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|
2014
Q4 | $1.69M | Hold |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $1.04M | Hold |
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|
2014
Q1 | $984K | Buy |
|