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

Confluence Investment Management’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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