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Claris Financial’s United Parcel Service UPS Stock Holding History

Claris Financial’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$416K Buy
4,123
+1,252
+44% +$126K 0.31% 80
2025
Q1 		$362K Hold
2,871
– – 0.24% 96
2024
Q4 		$362K Buy
+2,871
New +$362K 0.24% 96