Bellwether Advisors’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 Q3	–	Sell	-850	Closed	-$85.8K	–	541
2025 Q2	$85.8K	Hold	850	–	–	0.01%	184
2025 Q1	$93.5K	Hold	850	–	–	0.02%	178
2024 Q4	$107K	Buy	+850	New	+$112K	0.02%	172
2023 Q2	–	Sell	-850	Closed	-$165K	–	445
2023 Q1	$165K	Hold	850	–	–	0.05%	127
2022 Q4	$148K	Hold	850	–	–	0.04%	136
2022 Q3	$137K	Hold	850	–	–	0.05%	113
2022 Q2	$155K	Sell	850 -24	-3%	-$4.38K	0.05%	118
2022 Q1	$187K	Hold	874	–	–	0.06%	136
2021 Q4	$187K	Hold	874	–	–	0.06%	126
2021 Q3	$159K	Buy	874 +24	+3%	+$4.74K	0.05%	153
2021 Q2	$176K	Hold	850	–	–	0.06%	132
2021 Q1	$144K	Hold	850	–	–	0.06%	125
2020 Q4	$143K	Buy	+850	New	+$143K	0.06%	116