Cary Street Partners Investment Advisory’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
Q2
$122K Sell
2025
Q1
$178K Buy
2024
Q4
$147K Sell
2024
Q3
$5.93M Buy
2024
Q2
$5.27M Buy
2024
Q1
$5.46M Sell
2023
Q4
$5.83M Buy
2023
Q3
$5.65M Buy
2023
Q2
$3.36M Sell
2023
Q1
$3.64M Sell
2022
Q4
$3.36M Sell
2022
Q3
$3.13M Buy
2022
Q2
$3.3M Buy
2022
Q1
$2.42M Sell
2021
Q4
$2.64M Buy
2021
Q3
$2.22M Sell
2021
Q2
$2.57M Buy
2021
Q1
$965K Sell
2020
Q4
$6.56M Buy
2020
Q3
$1.5M Buy