Traphagen Investment Advisors’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy	+2,090	New	+$224K	0.02%	194
2025 Q3	–	Sell	-2,835	Closed	-$286K	–	200
2025 Q2	$286K	Buy	2,835 +211	+8%	+$20.8K	0.03%	150
2025 Q1	$289K	Buy	2,624 +536	+26%	+$64.1K	0.03%	142
2024 Q4	$263K	Buy	2,088 +2	+0.1%	+$263	0.03%	148
2024 Q3	$284K	Sell	2,086 -136	-6%	-$17.9K	0.03%	138
2024 Q2	$304K	Sell	2,222 -83	-4%	-$11.9K	0.03%	125
2024 Q1	$343K	Buy	2,305 +86	+4%	+$13.1K	0.04%	125
2023 Q4	$349K	Buy	2,219 +2	+0.1%	+$302	0.04%	119
2023 Q3	$346K	Buy	2,217 +81	+4%	+$14K	0.04%	106
2023 Q2	$383K	Buy	2,136 +71	+3%	+$12.6K	0.05%	107
2023 Q1	$401K	Sell	2,065 -205	-9%	-$37.6K	0.06%	102
2022 Q4	$395K	Buy	2,270 +37	+2%	+$6.41K	0.06%	97
2022 Q3	$361K	Buy	2,233 +6	+0.3%	+$1.14K	0.07%	86
2022 Q2	$407K	Buy	2,227 +987	+80%	+$180K	0.07%	83
2022 Q1	$266K	Sell	1,240 -85	-6%	-$18.1K	0.04%	118
2021 Q4	$284K	Buy	1,325 +2	+0.2%	+$407	0.05%	117
2021 Q3	$241K	Sell	1,323 -109,633	-99%	-$21.6M	0.04%	119
2021 Q2	$2.67M	Buy	110,956 +5,296	+5%	+$1.06M	0.45%	27
2021 Q1	$2.51M	Buy	+105,660	New	+$17.1M	0.46%	26