CGA
Crescent Grove Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
6,918
| – | – | 0.07% | 143 |
|
|
2025
Q1 | $761K | Sell |
6,918
-569
| -8% | -$62.6K | 0.08% | 126 |
|
|
2024
Q4 | $944K | Sell |
7,487
-181
| -2% | -$22.8K | 0.09% | 113 |
|
|
2024
Q3 | $1.05M | Hold |
7,668
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $1.05M | Buy |
+7,668
| New | +$1.05M | 0.12% | 110 |
|
|
2022
Q3 | – | Sell |
-1,144
| Closed | -$209K | – | 275 |
|
|
2022
Q2 | $209K | Sell |
1,144
-936
| -45% | -$171K | 0.02% | 240 |
|
|
2022
Q1 | $446K | Buy |
2,080
+173
| +9% | +$37.1K | 0.04% | 180 |
|
|
2021
Q4 | $409K | Sell |
1,907
-956
| -33% | -$205K | 0.04% | 188 |
|
|
2021
Q3 | $521K | Buy |
+2,863
| New | +$521K | 0.06% | 150 |
|
|
2021
Q1 | – | Sell |
-2,398
| Closed | -$404K | – | 216 |
|
|
2020
Q4 | $404K | Buy |
2,398
+200
| +9% | +$33.7K | 0.05% | 127 |
|
|
2020
Q3 | $366K | Buy |
+2,198
| New | +$366K | 0.07% | 121 |
|