Chancellor Financial Group WB’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
$230K Buy
2,280
+100
+5% +$10.1K 0.18% 115
2025
Q1
$240K Sell
2,180
-200
-8% -$22K 0.2% 106
2024
Q4
$300K Buy
+2,380
New +$300K 0.24% 85