CPC
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CFC Planning Company’s United Parcel Service UPS Stock Holding History

CFC Planning Company’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
16,537
+768
+5% +$77.5K 1.58% 26
2025
Q1 		$1.73M Buy
15,769
+3,295
+26% +$362K 1.9% 21
2024
Q4 		$1.57M Buy
+12,474
New +$1.57M 1.68% 28