Optimist Retirement Group’s United Parcel Service UPS Stock Holding History

Optimist Retirement Group’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.35M	Buy
2025 Q1	$2.15M	Buy
2024 Q4	$788K	Buy
2024 Q3	$420K	Buy
2024 Q2	$328K	Buy
2024 Q1	$348K	Buy
2023 Q4	$358K	Buy