CIM
Confluence Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8M | Buy |
671,771
+33,164
| +5% | +$3.35M | 0.96% | 40 |
|
|
2025
Q1 | $70.2M | Buy |
638,607
+36,135
| +6% | +$3.97M | 1.01% | 39 |
|
|
2024
Q4 | $76M | Sell |
602,472
-11,315
| -2% | -$1.43M | 1.05% | 38 |
|
|
2024
Q3 | $83.7M | Sell |
613,787
-29,200
| -5% | -$3.98M | 1.12% | 35 |
|
|
2024
Q2 | $88M | Sell |
642,987
-31,006
| -5% | -$4.24M | 1.27% | 28 |
|
|
2024
Q1 | $100M | Buy |
673,993
+352,899
| +110% | +$52.5M | 1.35% | 25 |
|
|
2023
Q4 | $50.5M | Buy |
+321,094
| New | +$50.5M | 0.71% | 52 |
|