Great Diamond Partners’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 Q3	–	Sell	-2,185	Closed	-$221K	–	240
2025 Q2	$221K	Buy	+2,185	New	+$215K	0.05%	212
2024 Q3	–	Sell	-2,098	Closed	-$287K	–	221
2024 Q2	$287K	Sell	2,098 -373	-15%	-$53.4K	0.07%	173
2024 Q1	$367K	Buy	2,471 +172	+7%	+$26.1K	0.08%	154
2023 Q4	$361K	Sell	2,299 -20	-0.9%	-$3.02K	0.09%	158
2023 Q3	$361K	Sell	2,319 -71	-3%	-$12.3K	0.1%	152
2023 Q2	$428K	Sell	2,390 -43	-2%	-$7.63K	0.11%	139
2023 Q1	$472K	Sell	2,433 -82	-3%	-$15K	0.14%	130
2022 Q4	$437K	Buy	2,515 +121	+5%	+$20.9K	0.13%	133
2022 Q3	$386K	Buy	2,394 +104	+5%	+$19.7K	0.13%	135
2022 Q2	$418K	Buy	2,290 +79	+4%	+$14.4K	0.14%	129
2022 Q1	$474K	Buy	2,211 +70	+3%	+$14.9K	0.13%	131
2021 Q4	$458K	Buy	2,141 +35	+2%	+$7.12K	0.12%	140
2021 Q3	$383K	Buy	2,106 +43	+2%	+$8.49K	0.11%	142
2021 Q2	$429K	Buy	2,063 +63	+3%	+$12.6K	0.12%	131
2021 Q1	$339K	Buy	2,000 +63	+3%	+$10.2K	0.1%	138
2020 Q4	$326K	Buy	1,937 +507	+35%	+$85.6K	0.1%	128
2020 Q3	$238K	Buy	+1,430	New	+$208K	0.09%	144