Castleview Partners’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
$203K Buy
2025
Q1
Sell
2024
Q4
$211K Buy
2024
Q3
$225K Sell
2024
Q2
$237K Buy
2024
Q1
$248K Sell
2023
Q4
$275K Buy
2023
Q3
$261K Buy
2023
Q2
$284K Sell
2023
Q1
$364K Buy
2022
Q4
$322K Sell
2022
Q3
$324K Buy
2022
Q2
$136 Sell
2022
Q1
$422K Sell
2021
Q4
$1.55K Buy
2021
Q2
$265K Buy