Lynx Investment Advisory’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
Q1
Sell
-2,192
Closed -$276K 156
2024
Q4
$276K Sell
2,192
-64
-3% -$8.07K 0.19% 122
2024
Q3
$308K Sell
2,256
-50
-2% -$6.82K 0.22% 100
2024
Q2
$316K Buy
+2,306
New +$316K 0.23% 86