Cascade Financial Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
3,141
-185
| -6% | -$18.7K | 0.04% | 198 |
|
|
2025
Q1 | $366K | Buy |
3,326
+35
| +1% | +$3.85K | 0.05% | 183 |
|
|
2024
Q4 | $415K | Sell |
3,291
-418
| -11% | -$52.7K | 0.05% | 154 |
|
|
2024
Q3 | $487K | Sell |
3,709
-50
| -1% | -$6.57K | 0.06% | 142 |
|
|
2024
Q2 | $514K | Sell |
3,759
-69
| -2% | -$9.44K | 0.07% | 135 |
|
|
2024
Q1 | $555K | Buy |
+3,828
| New | +$555K | 0.08% | 127 |
|