Annis Gardner Whiting Capital Advisors’s United Parcel Service UPS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$149K	Sell
2025 Q2	$257K	Buy
2025 Q1	$238K	Buy
2024 Q4	$202K	Sell
2024 Q3	$317K	Buy
2024 Q2	$281K	Buy
2024 Q1	$290K	Buy
2023 Q4	$177K	Buy
2023 Q3	$116K	Buy