Callan Family Office’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 | $1.39M | Buy |
13,781
+7,345
| +114% | +$741K | 0.04% | 336 |
|
|
2025
Q1 | $708K | Sell |
6,436
-1,927
| -23% | -$212K | 0.05% | 258 |
|
|
2024
Q4 | $1.05M | Buy |
8,363
+6,509
| +351% | +$821K | 0.07% | 242 |
|
|
2024
Q3 | $253K | Buy |
1,854
+349
| +23% | +$47.6K | 0.04% | 157 |
|
|
2024
Q2 | $206K | Buy |
+1,505
| New | +$206K | 0.04% | 151 |
|
|
2023
Q2 | – | Sell |
-1,814
| Closed | -$352K | – | 155 |
|
|
2023
Q1 | $352K | Buy |
+1,814
| New | +$352K | 0.09% | 121 |
|