Central Valley Advisors’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
Q1 | – | Sell |
-3,578
| Closed | -$451K | – | 147 |
|
|
2024
Q4 | $451K | Buy |
3,578
+305
| +9% | +$38.5K | 0.21% | 85 |
|
|
2024
Q3 | $446K | Buy |
+3,273
| New | +$446K | 0.25% | 77 |
|
|
2024
Q2 | – | Sell |
-3,515
| Closed | -$522K | – | 186 |
|
|
2024
Q1 | $522K | Hold |
3,515
| – | – | 0.27% | 76 |
|
|
2023
Q4 | $553K | Buy |
+3,515
| New | +$553K | 0.33% | 73 |
|