Northcape Wealth Management’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 | $392K | Buy |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $531K | Sell |
|
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|
2024
Q3 | $2.61M | Buy |
|
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|
2024
Q2 | $2.54M | Buy |
|
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|
2024
Q1 | $2.75M | Sell |
|
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|
2023
Q4 | $2.93M | Sell |
|
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $3.31M | Buy |
|
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|
2023
Q1 | $3.56M | Buy |
|
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $2.44M | Buy |
|
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|
2022
Q2 | $2.74M | Sell |
|
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $3.23M | Buy |
|