Capital Advantage’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
Q3 | – | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $313K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $583K | Sell |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $455K | Buy |
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|
2019
Q1 | $502K | Buy |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $571K | Sell |
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|
2018
Q2 | $540K | Sell |
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|
2018
Q1 | $573K | Buy |
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|
2017
Q4 | $531K | Buy |
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