SAM Advisors’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
$2.59M Buy
25,625
+2,098
+9% +$212K 0.89% 19
2025
Q1
$2.59M Buy
23,527
+636
+3% +$70K 0.97% 20
2024
Q4
$2.89M Buy
22,891
+2,032
+10% +$256K 1.04% 18
2024
Q3
$2.84M Buy
+20,859
New +$2.84M 1.04% 20