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

Synergy 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
Q2 		$252K Buy
2,497
+82
+3% +$8.28K 0.19% 100
2025
Q1 		$266K Buy
+2,415
New +$266K 0.24% 87