Congress Wealth Management’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
2025 Q2	$6.12M	Buy	60,614 +27,855	+85%	+$2.74M	0.06%	347
2025 Q1	$3.65M	Buy	32,759 +22,161	+209%	+$2.65M	0.04%	374
2024 Q4	$1.34M	Sell	10,598 -60,690	-85%	-$7.99M	0.02%	473
2024 Q3	$9.72M	Buy	71,288 +1,385	+2%	+$182K	0.13%	217
2024 Q2	$9.57M	Sell	69,903 -2,923	-4%	-$418K	0.15%	179
2024 Q1	$10.8M	Buy	72,826 +18,660	+34%	+$2.84M	0.19%	163
2023 Q4	$8.52M	Sell	54,166 -12,176	-18%	-$1.84M	0.16%	174
2023 Q3	$10.3M	Buy	66,342 +2,330	+4%	+$402K	0.21%	139
2023 Q2	$11.5M	Buy	64,012 +1,346	+2%	+$239K	0.27%	115
2023 Q1	$12.2M	Buy	62,666 +3,446	+6%	+$632K	0.29%	98
2022 Q4	$10.3M	Buy	59,220 +955	+2%	+$165K	0.26%	119
2022 Q3	$9.41M	Buy	58,265 +2,362	+4%	+$447K	0.25%	117
2022 Q2	$10.2M	Buy	55,903 +66	+0.1%	+$12K	0.26%	110
2022 Q1	$12M	Buy	55,837 +1,350	+2%	+$287K	0.26%	99
2021 Q4	$11.7M	Buy	+54,487	New	+$11.1M	0.23%	122