CWM
Cornerstone Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
14,814
+2,360
| +19% | +$238K | 0.09% | 190 |
|
|
2025
Q1 | $1.37M | Buy |
12,454
+2,438
| +24% | +$268K | 0.09% | 185 |
|
|
2024
Q4 | $1.26M | Buy |
10,016
+852
| +9% | +$107K | 0.09% | 193 |
|
|
2024
Q3 | $1.25M | Buy |
9,164
+474
| +5% | +$64.6K | 0.09% | 182 |
|
|
2024
Q2 | $1.19M | Buy |
8,690
+152
| +2% | +$20.8K | 0.09% | 177 |
|
|
2024
Q1 | $1.27M | Buy |
8,538
+73
| +0.9% | +$10.9K | 0.1% | 174 |
|
|
2023
Q4 | $1.33M | Sell |
8,465
-42
| -0.5% | -$6.6K | 0.11% | 157 |
|
|
2023
Q3 | $1.33M | Buy |
8,507
+384
| +5% | +$59.9K | 0.13% | 152 |
|
|
2023
Q2 | $1.46M | Sell |
8,123
-391
| -5% | -$70.1K | 0.13% | 147 |
|
|
2023
Q1 | $1.65M | Buy |
+8,514
| New | +$1.65M | 0.16% | 127 |
|
|
2022
Q3 | $1.67M | Sell |
10,315
-330
| -3% | -$53.3K | 0.19% | 112 |
|
|
2022
Q2 | $1.94M | Sell |
10,645
-369
| -3% | -$67.4K | 0.22% | 101 |
|
|
2022
Q1 | $2.36M | Sell |
11,014
-188
| -2% | -$40.3K | 0.23% | 89 |
|
|
2021
Q4 | $2.39M | Buy |
11,202
+742
| +7% | +$158K | 0.23% | 103 |
|
|
2021
Q3 | $1.91M | Sell |
10,460
-716
| -6% | -$130K | 0.2% | 110 |
|
|
2021
Q2 | $2.32M | Sell |
11,176
-239
| -2% | -$49.7K | 0.24% | 90 |
|
|
2021
Q1 | $1.94M | Buy |
11,415
+138
| +1% | +$23.5K | 0.23% | 96 |
|
|
2020
Q4 | $1.9M | Sell |
11,277
-502
| -4% | -$84.5K | 0.24% | 91 |
|
|
2020
Q3 | $1.96M | Sell |
11,779
-90
| -0.8% | -$15K | 0.29% | 70 |
|
|
2020
Q2 | $1.32M | Sell |
11,869
-3,410
| -22% | -$379K | 0.21% | 97 |
|
|
2020
Q1 | $1.43M | Buy |
15,279
+5,563
| +57% | +$520K | 0.28% | 75 |
|
|
2019
Q4 | $1.14M | Buy |
9,716
+352
| +4% | +$41.2K | 0.18% | 117 |
|
|
2019
Q3 | $1.12M | Buy |
9,364
+76
| +0.8% | +$9.11K | 0.2% | 103 |
|
|
2019
Q2 | $948K | Buy |
9,288
+306
| +3% | +$31.2K | 0.17% | 127 |
|
|
2019
Q1 | $4.35M | Buy |
8,982
+1,288
| +17% | +$624K | 0.53% | 37 |
|
|
2018
Q4 | $753K | Sell |
7,694
-743,542
| -99% | -$72.8M | 0.16% | 136 |
|
|
2018
Q3 | $6.41M | Sell |
751,236
-101,422
| -12% | -$866K | 0.08% | 236 |
|
|
2018
Q2 | $8.05M | Buy |
852,658
+844,584
| +10,461% | +$7.98M | 0.09% | 232 |
|
|
2018
Q1 | $829K | Buy |
8,074
+1,529
| +23% | +$157K | 0.16% | 130 |
|
|
2017
Q4 | $830K | Buy |
6,545
+132
| +2% | +$16.7K | 0.16% | 133 |
|
|
2017
Q3 | $766K | Buy |
6,413
+2,048
| +47% | +$245K | 0.16% | 131 |
|
|
2017
Q2 | $494K | Buy |
+4,365
| New | +$494K | 0.11% | 182 |
|