Legacy Capital Group California’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$493K	Sell	4,884 -173	-3%	-$17.5K	0.14%	188
2025 Q1	$556K	Sell	5,057 -47	-0.9%	-$5.17K	0.19%	150
2024 Q4	$644K	Sell	5,104 -34	-0.7%	-$4.29K	0.2%	142
2024 Q3	$701K	Buy	+5,138	New	+$701K	0.23%	125