CFIA
Cantor Fitzgerald Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
168,352
+1,419
| +0.9% | +$143K | 1.2% | 23 |
|
|
2025
Q1 | $18.4M | Buy |
166,933
+46,758
| +39% | +$5.14M | 1.34% | 18 |
|
|
2024
Q4 | $15.2M | Buy |
120,175
+1,523
| +1% | +$192K | 1.05% | 39 |
|
|
2024
Q3 | $16.2M | Buy |
118,652
+55,198
| +87% | +$7.53M | 1.1% | 36 |
|
|
2024
Q2 | $8.68M | Buy |
63,454
+15,794
| +33% | +$2.16M | 0.67% | 62 |
|
|
2024
Q1 | $7.08M | Sell |
47,660
-1,197
| -2% | -$178K | 0.53% | 67 |
|
|
2023
Q4 | $7.68M | Buy |
+48,857
| New | +$7.68M | 0.59% | 64 |
|
|
2022
Q1 | $2.28M | Hold |
10,617
| – | – | 0.1% | 130 |
|
|
2021
Q4 | $2.28M | Hold |
10,617
| – | – | 0.14% | 128 |
|
|
2021
Q3 | $1.93M | Sell |
10,617
-270
| -2% | -$49.2K | 0.14% | 93 |
|
|
2021
Q2 | $2.26M | Buy |
10,887
+320
| +3% | +$66.5K | 0.17% | 91 |
|
|
2021
Q1 | $1.78M | Hold |
10,567
| – | – | 0.25% | 29 |
|
|
2020
Q4 | $1.78M | Buy |
10,567
+200
| +2% | +$33.7K | 0.25% | 29 |
|
|
2020
Q3 | $1.15M | Hold |
10,367
| – | – | 0.19% | 32 |
|
|
2020
Q2 | $1.15M | Hold |
10,367
| – | – | 0.19% | 32 |
|
|
2020
Q1 | $968K | Hold |
10,367
| – | – | 0.18% | 31 |
|
|
2019
Q4 | $1.21M | Hold |
10,367
| – | – | 0.19% | 28 |
|
|
2019
Q3 | $1.24M | Hold |
10,367
| – | – | 0.2% | 29 |
|
|
2019
Q2 | $1.07M | Hold |
10,367
| – | – | 0.17% | 29 |
|
|
2019
Q1 | $1.16M | Hold |
10,367
| – | – | 0.18% | 28 |
|
|
2018
Q4 | $1.01M | Hold |
10,367
| – | – | 0.17% | 29 |
|
|
2018
Q3 | $1.21M | Hold |
10,367
| – | – | 0.15% | 31 |
|
|
2018
Q2 | $1.1M | Hold |
10,367
| – | – | 0.13% | 31 |
|
|
2018
Q1 | $1.09M | Hold |
10,367
| – | – | 0.13% | 31 |
|
|
2017
Q4 | $1.24M | Hold |
10,367
| – | – | 0.15% | 32 |
|
|
2017
Q3 | $1.25M | Hold |
10,367
| – | – | 0.15% | 32 |
|
|
2017
Q2 | $1.15M | Buy |
+10,367
| New | +$1.15M | 0.14% | 34 |
|