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Spurstone Advisory Services’s United Parcel Service UPS Stock Holding History

Spurstone Advisory Services’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
Q2 		$368K Hold
3,642
– – 5.57% 5
2025
Q1 		$401K Buy
3,642
+2,189
+151% +$241K 7.79% 3
2024
Q4 		$183K Buy
+1,453
New +$183K 3.49% 9