Lineweaver Wealth Advisors’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 Q2	–	Sell	-13,654	Closed	-$2.03M	–	135
2024 Q1	$2.03M	Buy	13,654 +1,519	+13%	+$231K	0.48%	41
2023 Q4	$1.91M	Buy	12,135 +2,558	+27%	+$387K	0.49%	43
2023 Q3	$1.49M	Buy	9,577 +490	+5%	+$84.6K	0.43%	47
2023 Q2	$1.63M	Buy	9,087 +510	+6%	+$90.6K	0.46%	46
2023 Q1	$1.66M	Buy	8,577 +596	+7%	+$109K	0.51%	45
2022 Q4	$1.39M	Buy	7,981 +347	+5%	+$60.1K	0.42%	50
2022 Q3	$1.24M	Buy	+7,634	New	+$1.45M	0.4%	52
2022 Q2	–	Sell	-8,728	Closed	-$1.87M	–	152
2022 Q1	$1.87M	Buy	8,728 +2,783	+47%	+$591K	0.53%	37
2021 Q4	$1.27M	Buy	5,945 +4,487	+308%	+$913K	0.37%	48
2021 Q3	$265K	Buy	+1,458	New	+$288K	0.08%	116