Capstone Financial Advisors’s United Parcel Service UPS Stock Holding History

Capstone Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$254K	Buy
2018 Q1	–	Sell
2017 Q4	$204K	Hold
2017 Q3	$206K	Buy
2017 Q1	–	Sell
2016 Q4	$212K	Sell
2016 Q3	$209K	Buy