Fortis Capital Advisors’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 | $340K | Buy |
3,365
+180
| +6% | +$18.2K | 0.06% | 193 |
|
|
2025
Q1 | $350K | Buy |
3,185
+104
| +3% | +$11.4K | 0.07% | 192 |
|
|
2024
Q4 | $396K | Sell |
3,081
-45
| -1% | -$5.79K | 0.14% | 125 |
|
|
2024
Q3 | $426K | Buy |
3,126
+45
| +1% | +$6.14K | 0.14% | 112 |
|
|
2024
Q2 | $422K | Hold |
3,081
| – | – | 0.15% | 116 |
|
|
2024
Q1 | $458K | Buy |
3,081
+81
| +3% | +$12K | 0.19% | 94 |
|
|
2023
Q4 | $472K | Buy |
+3,000
| New | +$472K | 0.25% | 62 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$14.5K | – | 585 |
|
|
2023
Q1 | $14.5K | Hold |
75
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $13K | Buy |
+75
| New | +$13K | 0.01% | 452 |
|