CVA Family Office’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,570
+146
| +6% | +$14.7K | 0.04% | 252 |
|
|
2025
Q1 | $267K | Sell |
2,424
-179
| -7% | -$19.7K | 0.04% | 234 |
|
|
2024
Q4 | $328K | Buy |
2,603
+913
| +54% | +$115K | 0.05% | 208 |
|
|
2024
Q3 | $230K | Sell |
1,690
-106
| -6% | -$14.5K | 0.04% | 235 |
|
|
2024
Q2 | $246K | Sell |
1,796
-226
| -11% | -$30.9K | 0.04% | 212 |
|
|
2024
Q1 | $301K | Sell |
2,022
-352
| -15% | -$52.3K | 0.05% | 190 |
|
|
2023
Q4 | $373K | Buy |
2,374
+331
| +16% | +$52K | 0.07% | 165 |
|
|
2023
Q3 | $318K | Sell |
2,043
-232
| -10% | -$36.2K | 0.07% | 162 |
|
|
2023
Q2 | $408K | Sell |
2,275
-115
| -5% | -$20.6K | 0.09% | 136 |
|
|
2023
Q1 | $464K | Buy |
2,390
+282
| +13% | +$54.7K | 0.1% | 129 |
|
|
2022
Q4 | $366K | Sell |
2,108
-322
| -13% | -$56K | 0.09% | 138 |
|
|
2022
Q3 | $393K | Buy |
2,430
+1,065
| +78% | +$172K | 0.11% | 121 |
|
|
2022
Q2 | $249K | Buy |
1,365
+205
| +18% | +$37.4K | 0.07% | 147 |
|
|
2022
Q1 | $249K | Buy |
1,160
+270
| +30% | +$58K | 0.06% | 158 |
|
|
2021
Q4 | $191K | Buy |
890
+748
| +527% | +$161K | 0.05% | 171 |
|
|
2021
Q3 | $24K | Sell |
142
-730
| -84% | -$123K | 0.02% | 247 |
|
|
2021
Q2 | $181K | Buy |
872
+211
| +32% | +$43.8K | 0.05% | 166 |
|
|
2021
Q1 | $112K | Buy |
661
+510
| +338% | +$86.4K | 0.04% | 165 |
|
|
2020
Q4 | $25K | Buy |
151
+9
| +6% | +$1.49K | 0.02% | 255 |
|
|
2020
Q3 | $24K | Sell |
142
-263
| -65% | -$44.5K | 0.02% | 247 |
|
|
2020
Q2 | $45K | Buy |
405
+330
| +440% | +$36.7K | 0.04% | 172 |
|
|
2020
Q1 | $7K | Buy |
+75
| New | +$7K | 0.01% | 262 |
|