SGL Investment 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
Q1
Sell
-30,536
Closed -$3.49M 121
2024
Q4
$3.49M Buy
30,536
+637
+2% +$72.8K 1.76% 24
2024
Q3
$3.97M Buy
+29,899
New +$3.97M 2.04% 21