Coastal Bridge Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$255K Sell
2025
Q3
$222K Sell
2025
Q2
$289K Sell
2025
Q1
$660K Buy