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Agate Pass Investment Management’s United Parcel Service UPS Stock Holding History

Agate Pass Investment Management’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,235
Closed -$1.02M – 110
2025
Q1 		$1.02M Buy
9,235
+4,450
+93% +$489K 0.43% 65
2024
Q4 		$603K Buy
+4,785
New +$603K 0.27% 81