LGT Financial Advisors’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	$707	Buy	+7	New	+$707	﹤0.01%	411
2023 Q4	–	Sell	-1,000	Closed	-$156K	–	991
2023 Q3	$156K	Buy	+1,000	New	+$156K	0.2%	112