AssuredPartners 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	-5,589	Closed	-$615K	–	325
2025 Q1	$615K	Sell	5,589 -393	-7%	-$43.2K	0.12%	175
2024 Q4	$754K	Buy	+5,982	New	+$754K	0.15%	146