Centerline Wealth 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
$376K Buy
3,730
+2
+0.1% +$202 0.18% 32
2025
Q1
$410K Buy
3,728
+1
+0% +$110 0.24% 26
2024
Q4
$470K Buy
+3,727
New +$470K 0.28% 24