Convergence Financial’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,728	Closed	-$218K	–	181
2024 Q4	$218K	Buy	1,728 +88	+5%	+$11.1K	0.04%	152
2024 Q3	$224K	Sell	1,640 -1,145	-41%	-$156K	0.05%	148
2024 Q2	$381K	Buy	+2,785	New	+$381K	0.1%	107