Royal Capital Wealth Management’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,498	Closed	-$252K	–	92
2025 Q2	$252K	Sell	2,498 -122	-5%	-$12K	0.17%	73
2025 Q1	$288K	Buy	2,620 +7	+0.3%	+$837	0.2%	63
2024 Q4	$330K	Sell	2,613 -48	-2%	-$6.32K	0.23%	59
2024 Q3	$363K	Sell	2,661 -46	-2%	-$6.04K	0.26%	59
2024 Q2	$370K	Buy	2,707 +7	+0.3%	+$1K	0.28%	57
2024 Q1	$401K	Sell	2,700 -585	-18%	-$88.9K	0.32%	55
2023 Q4	$516K	Sell	3,285 -275	-8%	-$41.6K	0.45%	44
2023 Q3	$555K	Sell	3,560 -346	-9%	-$59.7K	0.53%	36
2023 Q2	$700K	Sell	3,906 -63	-2%	-$11.2K	0.66%	33
2023 Q1	$770K	Buy	3,969 +569	+17%	+$104K	0.78%	32
2022 Q4	$591K	Buy	3,400 +4	+0.1%	+$692	0.63%	35
2022 Q3	$549K	Buy	3,396 +101	+3%	+$19.1K	0.64%	38
2022 Q2	$601K	Sell	3,295 -86	-3%	-$15.7K	0.65%	36
2022 Q1	$725K	Sell	3,381 -1	-0%	-$212	0.71%	35
2021 Q4	$725K	Buy	+3,382	New	+$688K	0.7%	35