Coastal Bridge 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
$289K Sell
2,866
-3,131
-52% -$316K 0.02% 361
2025
Q1
$660K Buy
+5,997
New +$660K 0.16% 137