CCM
Cohen Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
4,585
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $504K | Hold |
4,585
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $578K | Hold |
4,585
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $625K | Buy |
4,585
+180
| +4% | +$24.5K | 0.1% | 112 |
|
|
2024
Q2 | $603K | Buy |
4,405
+3
| +0.1% | +$411 | 0.1% | 107 |
|
|
2024
Q1 | $654K | Buy |
4,402
+152
| +4% | +$22.6K | 0.12% | 100 |
|
|
2023
Q4 | $668K | Hold |
4,250
| – | – | 0.13% | 96 |
|
|
2023
Q3 | $662K | Hold |
4,250
| – | – | 0.14% | 97 |
|
|
2023
Q2 | $762K | Hold |
4,250
| – | – | 0.15% | 92 |
|
|
2023
Q1 | $824K | Hold |
4,250
| – | – | 0.17% | 90 |
|
|
2022
Q4 | $739K | Hold |
4,250
| – | – | 0.15% | 95 |
|
|
2022
Q3 | $687K | Hold |
4,250
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $776K | Hold |
4,250
| – | – | 0.16% | 98 |
|
|
2022
Q1 | $911K | Buy |
+4,250
| New | +$911K | 0.16% | 99 |
|