Modern Wealth Management’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	$888K	Sell	8,798 -3,528	-29%	-$356K	0.02%	378
2025 Q1	$1.36M	Buy	12,326 +1,429	+13%	+$157K	0.04%	262
2024 Q4	$1.37M	Buy	10,897 +4,564	+72%	+$576K	0.05%	225
2024 Q3	$863K	Buy	6,333 +355	+6%	+$48.4K	0.05%	181
2024 Q2	$818K	Buy	+5,978	New	+$818K	0.06%	156