Confluence Investment Management’s United Parcel Service UPS Stock Holding History

Confluence Investment Management’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	$56.9M	Buy
2025 Q2	$67.8M	Buy
2025 Q1	$70.2M	Buy
2024 Q4	$76M	Sell
2024 Q3	$83.7M	Sell
2024 Q2	$88M	Sell
2024 Q1	$100M	Buy
2023 Q4	$50.5M	Buy