Greystone Financial Group’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33,442	Closed	-$4.97M	–	110
2024 Q1	$4.97M	Buy	33,442 +6,454	+24%	+$959K	0.99%	41
2023 Q4	$4.24M	Buy	26,988 +3,154	+13%	+$496K	0.98%	42
2023 Q3	$3.72M	Buy	+23,834	New	+$3.72M	0.93%	46