Cascade Investment Advisors’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
Q3 | $1.29M | Buy |
|
|||||
|
2025
Q2 | $1.37M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $68.9K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $64.8K | Hold |
|
|||||
|
2022
Q1 | $76.1K | Hold |
|
|||||
|
2021
Q4 | $76.1K | Hold |
|
|||||
|
2021
Q3 | $64.6K | Hold |
|
|||||
|
2021
Q2 | $73.8K | Hold |
|
|||||
|
2021
Q1 | $60.3K | Buy |
|
|||||
|
2020
Q4 | $58.9K | Hold |
|
|||||
|
2020
Q3 | $58.3K | Hold |
|
|||||
|
2020
Q2 | $38.9K | Hold |
|
|||||
|
2020
Q1 | $32.7K | Hold |
|
|||||
|
2019
Q4 | $41K | Sell |
|
|||||
|
2019
Q3 | $68.9K | Buy |
|
|||||
|
2019
Q2 | $36.1K | Hold |
|
|||||
|
2019
Q1 | $39.1K | Hold |
|
|||||
|
2018
Q4 | $34.1K | Sell |
|
|||||
|
2018
Q3 | $58.4K | Hold |
|
|||||
|
2018
Q2 | $53.1K | Sell |
|
|||||
|
2018
Q1 | $54.9K | Buy |
|
|||||
|
2017
Q4 | $35.7K | Hold |
|
|||||
|
2017
Q3 | $36K | Hold |
|
|||||
|
2017
Q2 | $33.2K | Hold |
|
|||||
|
2017
Q1 | $32.2K | Sell |
|
|||||
|
2016
Q4 | $60.2K | Buy |
|
|||||
|
2016
Q2 | $41.5K | Buy |
|