Catalyst Financial 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
Q2 | $230K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $240K | Buy |
|