Crescent Grove Advisors’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
Q2 | $698K | Hold |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $1.05M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $409K | Sell |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $404K | Buy |
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|
2020
Q3 | $366K | Buy |
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