Swan Capital’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	$46.8K	Buy	464 +25	+6%	+$2.52K	0.02%	77
2025 Q1	$48.3K	Hold	439	–	–	0.02%	65
2024 Q4	$55.4K	Hold	439	–	–	0.03%	62
2024 Q3	$59.9K	Hold	439	–	–	0.03%	63
2024 Q2	$60.1K	Buy	+439	New	+$60.1K	0.03%	59