CTWM
Cherry Tree Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303 | Hold |
3
| – | – | ﹤0.01% | 593 |
|
|
2025
Q1 | $330 | Hold |
3
| – | – | ﹤0.01% | 741 |
|
|
2024
Q4 | $379 | Hold |
3
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $410 | Hold |
3
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $411 | Hold |
3
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $446 | Hold |
3
| – | – | ﹤0.01% | 575 |
|
|
2023
Q4 | $472 | Sell |
3
-24
| -89% | -$3.78K | ﹤0.01% | 569 |
|
|
2023
Q3 | $4.21K | Hold |
27
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $4.84K | Buy |
+27
| New | +$4.84K | ﹤0.01% | 404 |
|