Narwhal Capital 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
$640K Buy
6,341
+1,493
+31% +$151K 0.05% 120
2025
Q1
$533K Buy
+4,848
New +$533K 0.05% 128
2022
Q1
Sell
-2,297
Closed -$492K 161
2021
Q4
$492K Buy
2,297
+3
+0.1% +$643 0.06% 118
2021
Q3
$418K Buy
+2,294
New +$418K 0.05% 119