L.M. Kohn & Company’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	-4,110	Closed	-$415K	–	268
2025 Q2	$415K	Sell	4,110 -4,339	-51%	-$427K	0.11%	157
2025 Q1	$929K	Sell	8,449 -2,278	-21%	-$272K	0.24%	87
2024 Q4	$1.35M	Sell	10,727 -981	-8%	-$129K	0.35%	55
2024 Q3	$1.6M	Sell	11,708 -410	-3%	-$53.8K	0.4%	46
2024 Q2	$1.66M	Sell	12,118 -506	-4%	-$72.4K	0.45%	38
2024 Q1	$1.88M	Buy	12,624 +492	+4%	+$74.8K	0.53%	35
2023 Q4	$1.91M	Buy	12,132 +428	+4%	+$64.7K	0.61%	30
2023 Q3	$1.82M	Sell	11,704 -1,020	-8%	-$176K	0.67%	24
2023 Q2	$2.28M	Buy	12,724 +844	+7%	+$150K	0.86%	19
2023 Q1	$2.3M	Sell	11,880 -348	-3%	-$63.8K	0.96%	18
2022 Q4	$2.13M	Buy	12,228 +243	+2%	+$42.1K	0.99%	21
2022 Q3	$1.94M	Sell	11,985 -681	-5%	-$129K	0.95%	22
2022 Q2	$2.31M	Buy	12,666 +1,171	+10%	+$214K	1.08%	17
2022 Q1	$2.47M	Buy	+11,495	New	+$2.44M	0.95%	16