Kolinsky Wealth Management’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
2024 Q4	$415K	Buy	3,288 +387	+13%	+$50.9K	0.25%	87
2024 Q3	$396K	Sell	2,901 -210	-7%	-$27.6K	0.26%	87
2024 Q2	$426K	Sell	3,111 -184	-6%	-$26.3K	0.31%	72
2024 Q1	$490K	Sell	3,295 -196	-6%	-$29.8K	0.37%	61
2023 Q4	$549K	Sell	3,491 -101	-3%	-$15.3K	0.48%	42
2023 Q3	$560K	Buy	3,592 +2	+0.1%	+$345	0.56%	35
2023 Q2	$632K	Buy	3,590 +65	+2%	+$11.5K	0.6%	25
2023 Q1	$684K	Sell	3,525 -32	-0.9%	-$5.87K	0.73%	22
2022 Q4	$618K	Buy	3,557 +377	+12%	+$65.3K	0.71%	23
2022 Q3	$514K	Buy	3,180 +286	+10%	+$54.2K	0.64%	24
2022 Q2	$528K	Sell	2,894 -39	-1%	-$7.11K	0.62%	27
2022 Q1	$629K	Buy	2,933 +37	+1%	+$7.86K	0.62%	27
2021 Q4	$621K	Buy	+2,896	New	+$589K	0.57%	30