Crowley Wealth Management’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
$886K Sell
8,774
-3,485
-28% -$352K 0.81% 26
2025
Q1
$1.35M Sell
12,259
-858
-7% -$94.4K 1.28% 20
2024
Q4
$1.65M Buy
+13,117
New +$1.65M 1.46% 18