Cahill Financial 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
Q2 | $293K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $145K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $202K | Hold |
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|
2014
Q2 | $210K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $211K | Buy |
|