Beverly Hills Private Wealth’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	-2,227	Closed	-$225K	–	364
2025 Q2	$225K	Sell	2,227 -9,349	-81%	-$920K	0.04%	312
2025 Q1	$1.27M	Buy	11,576 +138	+1%	+$16.5K	0.25%	105
2024 Q4	$1.44M	Sell	11,438 -991	-8%	-$130K	0.29%	94
2024 Q3	$1.69M	Sell	12,429 -3,070	-20%	-$403K	0.34%	84
2024 Q2	$2.12M	Sell	15,499 -747	-5%	-$107K	0.46%	57
2024 Q1	$2.41M	Sell	16,246 -904	-5%	-$137K	0.56%	50
2023 Q4	$2.7M	Sell	17,150 -1,014	-6%	-$153K	0.7%	31
2023 Q3	$2.83M	Sell	18,164 -18,876	-51%	-$3.26M	0.84%	27
2023 Q2	$6.7M	Buy	37,040 +18,627	+101%	+$3.31M	1.1%	18
2023 Q1	$3.57M	Buy	18,413 +2,693	+17%	+$494K	1.11%	17
2022 Q4	$2.73M	Buy	+15,720	New	+$2.72M	1.19%	17