Root Financial Partners’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	–	Sell	-1,869	Closed	-$206K	–	266
2025 Q1	$206K	Buy	+1,869	New	+$206K	0.02%	201