CBIZ Investment Advisory Services’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 | $23.3K | Buy |
231
+118
| +104% | +$11.9K | ﹤0.01% | 245 |
|
|
2025
Q1 | $12.4K | Buy |
113
+5
| +5% | +$550 | ﹤0.01% | 292 |
|
|
2024
Q4 | $13.6K | Hold |
108
| – | – | ﹤0.01% | 257 |
|
|
2024
Q3 | $14.7K | Hold |
108
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $14.8K | Hold |
108
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $16.1K | Buy |
+108
| New | +$16.1K | ﹤0.01% | 213 |
|