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

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$201K	Sell
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