Cladis Investment Advisory’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 | $1.98M | Buy |
19,592
+3,876
| +25% | +$391K | 1.24% | 20 |
|
|
2025
Q1 | $1.73M | Buy |
15,716
+3,701
| +31% | +$407K | 1.25% | 21 |
|
|
2024
Q4 | $1.52M | Buy |
12,015
+876
| +8% | +$110K | 1.07% | 28 |
|
|
2024
Q3 | $1.52M | Buy |
11,139
+4,083
| +58% | +$557K | 1.05% | 26 |
|
|
2024
Q2 | $966K | Buy |
7,056
+164
| +2% | +$22.4K | 0.7% | 43 |
|
|
2024
Q1 | $1.02M | Buy |
6,892
+2,825
| +69% | +$420K | 0.75% | 43 |
|
|
2023
Q4 | $640K | Buy |
4,067
+987
| +32% | +$155K | 0.5% | 63 |
|
|
2023
Q3 | $480K | Buy |
3,080
+1,281
| +71% | +$200K | 0.42% | 68 |
|
|
2023
Q2 | $323K | Hold |
1,799
| – | – | 0.28% | 97 |
|
|
2023
Q1 | $349K | Hold |
1,799
| – | – | 0.31% | 86 |
|
|
2022
Q4 | $313K | Buy |
1,799
+1
| +0.1% | +$174 | 0.31% | 93 |
|
|
2022
Q3 | $290K | Hold |
1,798
| – | – | 0.31% | 95 |
|
|
2022
Q2 | $328K | Buy |
1,798
+1
| +0.1% | +$183 | 0.33% | 92 |
|
|
2022
Q1 | $385K | Hold |
1,797
| – | – | 0.31% | 91 |
|
|
2021
Q4 | $385K | Buy |
+1,797
| New | +$385K | 0.31% | 99 |
|