Cannon Financial Strategists’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 | $252K | Sell |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $352K | Buy |
|
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $417K | Hold |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $549K | Hold |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $466K | Hold |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $443K | Sell |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $296K | Hold |
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|
2019
Q1 | $320K | Buy |
|