Capital Investment Advisors’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 | $11.7M | Sell |
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|
2025
Q2 | $15.8M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $24M | Sell |
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|
2024
Q3 | $27.8M | Sell |
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|
2024
Q2 | $28.2M | Sell |
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|
2024
Q1 | $30.8M | Buy |
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|
2023
Q4 | $32.1M | Sell |
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|
2023
Q3 | $32M | Buy |
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|
2023
Q2 | $27.3M | Buy |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $26.6M | Buy |
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|
2022
Q1 | $30.3M | Sell |
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|
2021
Q4 | $30.7M | Buy |
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|
2021
Q3 | $25.9M | Buy |
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|
2021
Q2 | $29.2M | Sell |
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|
2021
Q1 | $24.3M | Sell |
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|
2020
Q4 | $24.1M | Sell |
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|
2020
Q3 | $24.4M | Sell |
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|
2020
Q2 | $16.8M | Buy |
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|
2020
Q1 | $13.3M | Buy |
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|
2019
Q4 | $14.5M | Buy |
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|
2019
Q3 | $14.7M | Buy |
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|
2019
Q2 | $11.6M | Buy |
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|
2019
Q1 | $6.67M | Buy |
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|
2018
Q4 | $4.81M | Buy |
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|
2018
Q3 | $4.84M | Buy |
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|
2018
Q2 | $3.85M | Buy |
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|
2018
Q1 | $2.92M | Buy |
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|
2017
Q4 | $1.63M | Buy |
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|
2017
Q3 | $1.63M | Buy |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $1.07M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $971K | Sell |
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|
2015
Q4 | $936K | Sell |
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|
2015
Q3 | $965K | Sell |
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|
2015
Q2 | $997K | Buy |
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|
2015
Q1 | $987K | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.04M | Sell |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.15M | Buy |
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