QFW
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QTR Family Wealth’s United Parcel Service UPS Stock Holding History

QTR Family Wealth’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.18M Sell
21,558
-1,193
-5% -$120K 1.35% 20
2025
Q1 		$2.5M Buy
+22,751
New +$2.5M 1.89% 10