Caerus Investment Advisors’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
Q4 | $767K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $429K | Buy |
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