CWS
Cypress Wealth Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
25,362
-91
| -0.4% | -$9.19K | 0.46% | 49 |
|
|
2025
Q1 | $2.8M | Buy |
25,453
+1,108
| +5% | +$122K | 0.57% | 38 |
|
|
2024
Q4 | $3.07M | Sell |
24,345
-880
| -3% | -$111K | 0.62% | 36 |
|
|
2024
Q3 | $3.44M | Buy |
25,225
+918
| +4% | +$125K | 0.71% | 32 |
|
|
2024
Q2 | $3.33M | Sell |
24,307
-113
| -0.5% | -$15.5K | 0.74% | 30 |
|
|
2024
Q1 | $3.63M | Sell |
24,420
-366
| -1% | -$54.4K | 0.85% | 26 |
|
|
2023
Q4 | $3.9M | Sell |
24,786
-350
| -1% | -$55K | 0.97% | 22 |
|
|
2023
Q3 | $3.92M | Sell |
25,136
-60
| -0.2% | -$9.35K | 1.09% | 21 |
|
|
2023
Q2 | $4.6M | Buy |
25,196
+600
| +2% | +$110K | 1.21% | 20 |
|
|
2023
Q1 | $4.77M | Sell |
24,596
-2,695
| -10% | -$523K | 1.4% | 16 |
|
|
2022
Q4 | $4.74M | Sell |
27,291
-152
| -0.6% | -$26.4K | 1.52% | 12 |
|
|
2022
Q3 | $4.37M | Sell |
27,443
-2,966
| -10% | -$472K | 1.49% | 13 |
|
|
2022
Q2 | $5.55M | Buy |
30,409
+539
| +2% | +$98.4K | 1.77% | 12 |
|
|
2022
Q1 | $6.41M | Buy |
29,870
+386
| +1% | +$82.8K | 1.75% | 14 |
|
|
2021
Q4 | $6.32M | Buy |
29,484
+85
| +0.3% | +$18.2K | 1.73% | 13 |
|
|
2021
Q3 | $5.35M | Sell |
29,399
-620
| -2% | -$113K | 1.6% | 16 |
|
|
2021
Q2 | $6.24M | Sell |
30,019
-95
| -0.3% | -$19.8K | 1.71% | 11 |
|
|
2021
Q1 | $5.12M | Hold |
30,114
| – | – | 1.07% | 26 |
|
|
2020
Q4 | $5.07M | Buy |
+30,114
| New | +$5.07M | 1.13% | 25 |
|
|
2020
Q3 | – | Sell |
-31,575
| Closed | -$3.51M | – | 228 |
|
|
2020
Q2 | $3.51M | Sell |
31,575
-90
| -0.3% | -$10K | 0.84% | 36 |
|
|
2020
Q1 | $2.96M | Sell |
31,665
-1,704
| -5% | -$159K | 0.87% | 35 |
|
|
2019
Q4 | $3.91M | Sell |
33,369
-95
| -0.3% | -$11.1K | 0.99% | 29 |
|
|
2019
Q3 | $4.01M | Sell |
33,464
-355
| -1% | -$42.5K | 1.1% | 23 |
|
|
2019
Q2 | $3.49M | Buy |
33,819
+308
| +0.9% | +$31.8K | 1.01% | 28 |
|
|
2019
Q1 | $3.75M | Sell |
33,511
-277
| -0.8% | -$31K | 1.19% | 25 |
|
|
2018
Q4 | $3.3M | Buy |
33,788
+558
| +2% | +$54.4K | 1.31% | 23 |
|
|
2018
Q3 | $3.88M | Sell |
33,230
-2,546
| -7% | -$297K | 1.39% | 22 |
|
|
2018
Q2 | $3.8M | Sell |
35,776
-17
| -0% | -$1.81K | 1.44% | 22 |
|
|
2018
Q1 | $3.75M | Sell |
35,793
-484
| -1% | -$50.7K | 1.6% | 20 |
|
|
2017
Q4 | $4.32M | Buy |
+36,277
| New | +$4.32M | 1.79% | 15 |
|