Cidel Asset Management’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 | $761K | Buy |
7,538
+813
| +12% | +$82.1K | 0.05% | 149 |
|
|
2025
Q1 | $740K | Buy |
6,725
+604
| +10% | +$66.4K | 0.05% | 149 |
|
|
2024
Q4 | $772K | Buy |
6,121
+746
| +14% | +$94.1K | 0.05% | 142 |
|
|
2024
Q3 | $733K | Buy |
5,375
+798
| +17% | +$109K | 0.05% | 148 |
|
|
2024
Q2 | $626K | Buy |
4,577
+672
| +17% | +$92K | 0.05% | 155 |
|
|
2024
Q1 | $580K | Buy |
3,905
+527
| +16% | +$78.3K | 0.04% | 167 |
|
|
2023
Q4 | $531K | Buy |
+3,378
| New | +$531K | 0.02% | 178 |
|