Capital Performance 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	-2,295	Closed	-$252K	–	318
2025 Q1	$252K	Buy	+2,295	New	+$252K	0.06%	195
2024 Q4	–	Sell	-393	Closed	-$53.6K	–	2552
2024 Q3	$53.6K	Buy	+393	New	+$53.6K	0.02%	331