SkyOak Wealth’s United Parcel Service UPS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.36M	Buy	23,401 +3,417	+17%	+$345K	0.47%	56
2025 Q1	$2.2M	Buy	19,984 +895	+5%	+$98.4K	0.48%	53
2024 Q4	$2.41M	Buy	19,089 +1,990	+12%	+$251K	0.51%	56
2024 Q3	$2.33M	Buy	17,099 +113	+0.7%	+$15.4K	0.52%	56
2024 Q2	$2.32M	Buy	16,986 +1,267	+8%	+$173K	0.54%	48
2024 Q1	$2.34M	Buy	15,719 +846	+6%	+$126K	0.56%	49
2023 Q4	$2.34M	Buy	14,873 +438	+3%	+$68.9K	0.61%	42
2023 Q3	$2.25M	Buy	14,435 +283	+2%	+$44.1K	0.66%	40
2023 Q2	$2.54M	Buy	14,152 +1,286	+10%	+$231K	0.72%	38
2023 Q1	$2.5M	Sell	12,866 -572	-4%	-$111K	0.76%	34
2022 Q4	$2.34M	Sell	13,438 -109	-0.8%	-$18.9K	0.79%	34
2022 Q3	$2.19M	Buy	13,547 +60	+0.4%	+$9.69K	0.78%	36
2022 Q2	$2.46M	Buy	13,487 +149	+1%	+$27.2K	0.84%	34
2022 Q1	$2.86M	Sell	13,338 -649	-5%	-$139K	0.79%	37
2021 Q4	$3M	Buy	13,987 +126	+0.9%	+$27K	0.76%	38
2021 Q3	$2.52M	Sell	13,861 -9	-0.1%	-$1.64K	0.68%	43
2021 Q2	$2.89M	Sell	13,870 -440	-3%	-$91.5K	0.77%	33
2021 Q1	$2.84M	Sell	14,310 -526	-4%	-$104K	0.79%	34
2020 Q4	$2.5M	Buy	14,836 +98	+0.7%	+$16.5K	0.78%	41
2020 Q3	$2.46M	Sell	14,738 -1,192	-7%	-$199K	0.88%	32
2020 Q2	$1.77M	Buy	+15,930	New	+$1.77M	0.65%	42