CIA
Cascade Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
13,576
+2,956
| +28% | +$298K | 0.88% | 49 |
|
|
2025
Q1 | $1.17M | Buy |
+10,620
| New | +$1.17M | 0.79% | 68 |
|
|
2023
Q2 | – | Sell |
-355
| Closed | -$68.9K | – | 218 |
|
|
2023
Q1 | $68.9K | Buy |
+355
| New | +$68.9K | 0.05% | 130 |
|
|
2022
Q3 | – | Sell |
-355
| Closed | -$64.8K | – | 211 |
|
|
2022
Q2 | $64.8K | Hold |
355
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $76.1K | Hold |
355
| – | – | 0.05% | 145 |
|
|
2021
Q4 | $76.1K | Hold |
355
| – | – | 0.04% | 147 |
|
|
2021
Q3 | $64.6K | Hold |
355
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $73.8K | Hold |
355
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $60.3K | Buy |
355
+5
| +1% | +$850 | 0.04% | 151 |
|
|
2020
Q4 | $58.9K | Hold |
350
| – | – | 0.04% | 151 |
|
|
2020
Q3 | $58.3K | Hold |
350
| – | – | 0.05% | 142 |
|
|
2020
Q2 | $38.9K | Hold |
350
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $32.7K | Hold |
350
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $41K | Sell |
350
-225
| -39% | -$26.3K | 0.03% | 162 |
|
|
2019
Q3 | $68.9K | Buy |
575
+225
| +64% | +$27K | 0.05% | 132 |
|
|
2019
Q2 | $36.1K | Hold |
350
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $39.1K | Hold |
350
| – | – | 0.04% | 144 |
|
|
2018
Q4 | $34.1K | Sell |
350
-150
| -30% | -$14.6K | 0.03% | 142 |
|
|
2018
Q3 | $58.4K | Hold |
500
| – | – | 0.05% | 125 |
|
|
2018
Q2 | $53.1K | Sell |
500
-25
| -5% | -$2.66K | 0.05% | 128 |
|
|
2018
Q1 | $54.9K | Buy |
525
+225
| +75% | +$23.5K | 0.04% | 124 |
|
|
2017
Q4 | $35.7K | Hold |
300
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $36K | Hold |
300
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $33.2K | Hold |
300
| – | – | 0.03% | 133 |
|
|
2017
Q1 | $32.2K | Sell |
300
-225
| -43% | -$24.1K | 0.03% | 120 |
|
|
2016
Q4 | $60.2K | Buy |
+525
| New | +$60.2K | 0.05% | 107 |
|
|
2016
Q2 | $41.5K | Buy |
+385
| New | +$41.5K | 0.04% | 109 |
|