Emerald Advisors’s United Parcel Service UPS Stock Holding History

Emerald Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$572K	Sell
2025 Q2	$802K	Buy
2025 Q1	$802K	Buy
2024 Q4	$786K	Buy
2024 Q3	$783K	Buy
2024 Q2	$722K	Buy
2024 Q1	$561K	Buy
2023 Q4	$494K	Sell
2023 Q3	$610K	Buy
2021 Q1	–	Sell
2020 Q4	$288K	Buy