CIA
Concurrent Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
47,355
+508
| +1% | +$51.3K | 0.09% | 230 |
|
|
2025
Q1 | $5.15M | Buy |
46,847
+825
| +2% | +$90.7K | 0.13% | 178 |
|
|
2024
Q4 | $5.8M | Sell |
46,022
-412
| -0.9% | -$52K | 0.16% | 138 |
|
|
2024
Q3 | $6.33M | Sell |
46,434
-16,707
| -26% | -$2.28M | 0.19% | 115 |
|
|
2024
Q2 | $8.64M | Buy |
63,141
+19,252
| +44% | +$2.63M | 0.28% | 81 |
|
|
2024
Q1 | $6.52M | Buy |
43,889
+648
| +1% | +$96.3K | 0.26% | 91 |
|
|
2023
Q4 | $6.8M | Buy |
+43,241
| New | +$6.8M | 0.32% | 74 |
|