American Trust Investment 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	–	Sell	-7,160	Closed	-$788K	–	98
2025 Q1	$788K	Buy	7,160 +1,810	+34%	+$199K	0.33%	64
2024 Q4	$675K	Buy	5,350 +1,310	+32%	+$165K	0.28%	66
2024 Q3	$551K	Buy	+4,040	New	+$551K	0.23%	69