Coordinated Financial Services’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 Q2	$321K	Sell	3,185 -422	-12%	-$42.6K	0.22%	115
2025 Q1	$397K	Buy	3,607 +1,086	+43%	+$119K	0.3%	92
2024 Q4	$318K	Buy	+2,521	New	+$318K	0.25%	106
2024 Q2	$253K	Buy	1,849 +62	+3%	+$8.49K	0.22%	109
2024 Q1	$266K	Buy	+1,787	New	+$266K	0.23%	103