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Shum Financial Group’s United Parcel Service UPS Stock Holding History

Shum Financial Group’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$434K Buy
3,949
+153
+4% +$16.8K 0.38% 67
2024
Q4 		$479K Sell
3,796
-1,175
-24% -$148K 0.41% 66
2024
Q3 		$665K Buy
+4,971
New +$665K 0.55% 62