CFS 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 | $420K | Sell |
4,160
-334
| -7% | -$33.7K | 0.03% | 240 |
|
|
2025
Q1 | $494K | Sell |
4,494
-61
| -1% | -$6.71K | 0.04% | 216 |
|
|
2024
Q4 | $574K | Sell |
4,555
-2,329
| -34% | -$293K | 0.05% | 201 |
|
|
2024
Q3 | $939K | Sell |
6,884
-1,145
| -14% | -$156K | 0.08% | 157 |
|
|
2024
Q2 | $1.1M | Buy |
+8,029
| New | +$1.1M | 0.09% | 137 |
|
|
2023
Q3 | – | Sell |
-1,989
| Closed | -$357K | – | 249 |
|
|
2023
Q2 | $357K | Buy |
+1,989
| New | +$357K | 0.05% | 195 |
|
|
2022
Q2 | – | Sell |
-45,466
| Closed | – | – | 509 |
|
|
2022
Q1 | $0 | Buy |
+45,466
| New | – | ﹤0.01% | 542 |
|