Cetera Trust Company’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 | $500K | Sell |
4,949
-65
| -1% | -$6.56K | 0.3% | 64 |
|
|
2025
Q1 | $551K | Sell |
5,014
-65
| -1% | -$7.15K | 0.35% | 58 |
|
|
2024
Q4 | $640K | Sell |
5,079
-65
| -1% | -$8.2K | 0.42% | 50 |
|
|
2024
Q3 | $701K | Sell |
5,144
-65
| -1% | -$8.86K | 0.43% | 53 |
|
|
2024
Q2 | $713K | Sell |
5,209
-65
| -1% | -$8.9K | 0.45% | 53 |
|
|
2024
Q1 | $784K | Sell |
5,274
-65
| -1% | -$9.66K | 0.47% | 52 |
|
|
2023
Q4 | $839K | Buy |
+5,339
| New | +$839K | 0.52% | 48 |
|