Stonebridge Financial Group’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	$501K	Sell	4,966 -35	-0.7%	-$3.53K	0.05%	154
2025 Q1	$550K	Sell	5,001 -185	-4%	-$20.3K	0.06%	139
2024 Q4	$654K	Buy	+5,186	New	+$654K	0.07%	130