Journey Advisory Group’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	-3,557	Closed	-$359K	–	288
2025 Q2	$359K	Hold	3,557	–	–	0.03%	228
2025 Q1	$391K	Buy	3,557 +231	+7%	+$27.6K	0.03%	216
2024 Q4	$455K	Hold	3,326	–	–	0.05%	161
2024 Q3	$455K	Sell	3,326 -50	-1%	-$6.57K	0.05%	161
2024 Q2	$462K	Buy	3,376 +1,802	+114%	+$258K	0.06%	160
2024 Q1	$234K	Buy	1,574 +151	+11%	+$23K	0.03%	217
2023 Q4	$224K	Buy	1,423 +1	+0.1%	+$151	0.03%	207
2023 Q3	$222K	Sell	1,422 -568	-29%	-$98K	0.03%	202
2023 Q2	$357K	Hold	1,990	–	–	0.05%	169
2023 Q1	$386K	Buy	1,990 +144	+8%	+$26.4K	0.06%	167
2022 Q4	$321K	Buy	1,846 +1	+0.1%	+$173	0.08%	170
2022 Q3	$298K	Sell	1,845 -370	-17%	-$70.1K	0.08%	184
2022 Q2	$433K	Buy	2,215 +738	+50%	+$135K	0.1%	167
2022 Q1	$317K	Buy	1,477 +95	+7%	+$20.2K	0.08%	182
2021 Q4	$296K	Buy	1,382 +5	+0.4%	+$1.02K	0.08%	178
2021 Q3	$251K	Buy	1,377 +8	+0.6%	+$1.58K	0.08%	175
2021 Q2	$285K	Sell	1,369 -50	-4%	-$10K	0.09%	168
2021 Q1	$241K	Sell	1,419 -1	-0.1%	-$162	0.08%	174
2020 Q4	$239K	Buy	+1,420	New	+$240K	0.09%	162