Sagespring Wealth 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
$1.52M Sell
15,077
-5,164
-26% -$521K 0.03% 206
2025
Q1
$2.23M Sell
20,241
-883
-4% -$97.1K 0.06% 147
2024
Q4
$2.66M Buy
+21,124
New +$2.66M 0.07% 117