Cladis Investment Advisory’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $385K | Buy |
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