GenTrust’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$220K Sell
2024
Q4
$262K Buy
2024
Q3
$273K Buy
2024
Q2
$274K Hold
2024
Q1
$297K Hold
2023
Q4
$314K Sell
2023
Q3
$344K Hold
2023
Q2
$395K Sell
2023
Q1
$449K Buy