Comprehensive Financial Consultants Institutional’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 | $813K | Buy |
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|
2025
Q2 | $915K | Hold |
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|
2025
Q1 | $997K | Buy |
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|
2024
Q4 | $943K | Sell |
|
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|
2024
Q3 | $1.03M | Buy |
|
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|
2024
Q2 | $962K | Buy |
|
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|
2024
Q1 | $872K | Buy |
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|
2023
Q4 | $821K | Buy |
|
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $894K | Buy |
|
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|
2023
Q1 | $915K | Buy |
|
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $709K | Sell |
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|
2021
Q4 | $843K | Buy |
|