Cahill Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+2,907
| New | +$293K | 0.04% | 231 |
|
|
2022
Q4 | – | Sell |
-2,076
| Closed | -$336K | – | 231 |
|
|
2022
Q3 | $336K | Sell |
2,076
-240
| -10% | -$38.8K | 0.07% | 175 |
|
|
2022
Q2 | $423K | Buy |
2,316
+193
| +9% | +$35.3K | 0.09% | 163 |
|
|
2022
Q1 | $456K | Buy |
+2,123
| New | +$456K | 0.09% | 163 |
|
|
2021
Q4 | – | Sell |
-795
| Closed | -$145K | – | 756 |
|
|
2021
Q3 | $145K | Buy |
+795
| New | +$145K | 0.03% | 240 |
|
|
2015
Q1 | – | Sell |
-2,045
| Closed | -$228K | – | 105 |
|
|
2014
Q4 | $228K | Hold |
2,045
| – | – | 0.18% | 97 |
|
|
2014
Q3 | $202K | Hold |
2,045
| – | – | 0.16% | 102 |
|
|
2014
Q2 | $210K | Buy |
+2,045
| New | +$210K | 0.16% | 106 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$211K | – | 121 |
|
|
2013
Q4 | $211K | Buy |
+2,000
| New | +$211K | 0.18% | 101 |
|