Safe Harbor Fiduciary’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	$105K	Sell	1,045 -12,691	-92%	-$1.28M	0.1%	93
2025 Q1	$1.51M	Sell	13,736 -305	-2%	-$33.5K	1.56%	19
2024 Q4	$1.77M	Buy	14,041 +45	+0.3%	+$5.67K	1.8%	14
2024 Q3	$1.91M	Buy	+13,996	New	+$1.91M	1.79%	15