CFMC
Curbstone Financial Management Corp’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
10,272
-60
| -0.6% | -$6.06K | 0.21% | 106 |
|
|
2025
Q1 | $1.14M | Buy |
10,332
+660
| +7% | +$72.6K | 0.24% | 97 |
|
|
2024
Q4 | $1.22M | Buy |
+9,672
| New | +$1.22M | 0.26% | 95 |
|
|
2024
Q3 | – | Sell |
-3,028
| Closed | -$414K | – | 204 |
|
|
2024
Q2 | $414K | Sell |
3,028
-900
| -23% | -$123K | 0.09% | 186 |
|
|
2024
Q1 | $584K | Hold |
3,928
| – | – | 0.13% | 148 |
|
|
2023
Q4 | $618K | Buy |
3,928
+50
| +1% | +$7.86K | 0.14% | 140 |
|
|
2023
Q3 | $604K | Hold |
3,878
| – | – | 0.15% | 130 |
|
|
2023
Q2 | $695K | Buy |
3,878
+146
| +4% | +$26.2K | 0.17% | 124 |
|
|
2023
Q1 | $724K | Hold |
3,732
| – | – | 0.18% | 124 |
|
|
2022
Q4 | $649K | Buy |
3,732
+1,050
| +39% | +$183K | 0.16% | 132 |
|
|
2022
Q3 | $433K | Buy |
+2,682
| New | +$433K | 0.11% | 168 |
|