Crestmont Private Wealth’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	$207K	Buy	2,051 +179	+10%	+$18.1K	0.07%	78
2025 Q1	$206K	Sell	1,872 -30	-2%	-$3.3K	0.09%	71
2024 Q4	$240K	Buy	1,902 +106	+6%	+$13.4K	0.11%	62
2024 Q3	$245K	Buy	1,796 +60	+3%	+$8.18K	0.11%	73
2024 Q2	$238K	Buy	+1,736	New	+$238K	0.11%	69