Legacy Wealth Asset 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
2025 Q3	–	Sell	-3,924	Closed	-$396K	–	377
2025 Q2	$396K	Buy	3,924 +139	+4%	+$13.7K	0.1%	282
2025 Q1	$416K	Buy	3,785 +200	+6%	+$23.9K	0.12%	259
2024 Q4	$452K	Sell	3,585 -209	-6%	-$27.5K	0.12%	250
2024 Q3	$517K	Buy	3,794 +136	+4%	+$17.9K	0.14%	244
2024 Q2	$501K	Buy	3,658 +168	+5%	+$24.1K	0.14%	229
2024 Q1	$519K	Buy	3,490 +73	+2%	+$11.1K	0.14%	226
2023 Q4	$537K	Buy	3,417 +9	+0.3%	+$1.36K	0.18%	206
2023 Q3	$531K	Buy	3,408 +5	+0.1%	+$863	0.2%	183
2023 Q2	$610K	Buy	3,403 +1	+0%	+$178	0.21%	157
2023 Q1	$660K	Sell	3,402 -157	-4%	-$28.8K	0.24%	143
2022 Q4	$619K	Buy	3,559 +49	+1%	+$8.48K	0.24%	147
2022 Q3	$567K	Sell	3,510 -2,185	-38%	-$414K	0.25%	140
2022 Q2	$1.04M	Buy	5,695 +64	+1%	+$11.7K	0.42%	68
2022 Q1	$1.21M	Buy	5,631 +44	+0.8%	+$9.35K	0.43%	64
2021 Q4	$1.2M	Sell	5,587 -40	-0.7%	-$8.14K	0.41%	63
2021 Q3	$1.02M	Sell	5,627 -55	-1%	-$10.9K	0.47%	62
2021 Q2	$1.18M	Buy	5,682 +15	+0.3%	+$3K	0.53%	41
2021 Q1	$963K	Buy	5,667 +31	+0.6%	+$5.01K	0.44%	63
2020 Q4	$949K	Buy	+5,636	New	+$951K	0.48%	45