Capital Performance Advisors’s United Parcel Service UPS Stock Holding History

Capital Performance Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Buy
2025 Q2	–	Sell
2025 Q1	$252K	Buy
2024 Q4	–	Sell
2024 Q3	$53.6K	Buy