Fortis Capital 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
Q3
Sell
2025
Q2
$340K Buy
2025
Q1
$350K Buy
2024
Q4
$396K Sell
2024
Q3
$426K Buy
2024
Q2
$422K Hold
2024
Q1
$458K Buy
2023
Q4
$472K Buy
2023
Q2
Sell
2023
Q1
$14.5K Hold
2022
Q4
$13K Buy