Atria Wealth Solutions’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 Q2	$2.22M	Sell	21,700 -18,251	-46%	-$1.8M	0.05%	392
2025 Q1	$4.39M	Sell	39,951 -4,134	-9%	-$494K	0.05%	377
2024 Q4	$5.62M	Buy	44,085 +4,300	+11%	+$566K	0.06%	327
2024 Q3	$5.47M	Sell	39,785 -3,911	-9%	-$513K	0.06%	324
2024 Q2	$5.98M	Sell	43,696 -861	-2%	-$123K	0.07%	298
2024 Q1	$6.62M	Buy	44,557 +6,984	+19%	+$1.06M	0.07%	272
2023 Q4	$5.91M	Buy	37,573 +712	+2%	+$108K	0.07%	267
2023 Q3	$5.75M	Sell	36,861 -824	-2%	-$142K	0.08%	254
2023 Q2	$6.76M	Buy	37,685 +1,487	+4%	+$264K	0.09%	218
2023 Q1	$7.02M	Buy	36,198 +331	+0.9%	+$60.7K	0.1%	191
2022 Q4	$6.24M	Buy	35,867 +692	+2%	+$120K	0.1%	216
2022 Q3	$5.68M	Buy	35,175 +14,057	+67%	+$2.66M	0.1%	208
2022 Q2	$3.86M	Sell	21,118 -6,666	-24%	-$1.22M	0.08%	279
2022 Q1	$5.96M	Buy	+27,784	New	+$5.9M	0.1%	218