Concurrent Investment Advisors’s United Parcel Service UPS Stock Holding History

Concurrent Investment Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.6M	Buy
2025 Q2	$4.78M	Buy
2025 Q1	$5.15M	Buy
2024 Q4	$5.8M	Sell
2024 Q3	$6.33M	Sell
2024 Q2	$8.64M	Buy
2024 Q1	$6.52M	Buy
2023 Q4	$6.8M	Buy