Wealth Architects’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
2025 Q2	–	Sell	-3,788	Closed	-$417K	–	239
2025 Q1	$417K	Buy	+3,788	New	+$453K	0.05%	146
2023 Q3	–	Sell	-1,319	Closed	-$236K	–	196
2023 Q2	$236K	Buy	1,319 +102	+8%	+$18.1K	0.04%	163
2023 Q1	$236K	Buy	1,217 +6	+0.5%	+$1.1K	0.04%	162
2022 Q4	$211K	Sell	1,211 -108	-8%	-$18.7K	0.04%	162
2022 Q3	$213K	Buy	+1,319	New	+$250K	0.04%	155
2022 Q2	–	Sell	-977	Closed	-$210K	–	210
2022 Q1	$210K	Sell	977 -213	-18%	-$45.3K	0.04%	188
2021 Q4	$255K	Sell	1,190 -71	-6%	-$14.4K	0.04%	160
2021 Q3	$230K	Buy	1,261 +170	+16%	+$33.6K	0.04%	162
2021 Q2	$227K	Buy	+1,091	New	+$218K	0.04%	161
2018 Q3	–	Sell	-1,915	Closed	-$203K	–	138
2018 Q2	$203K	Sell	1,915 -166	-8%	-$18.6K	0.07%	124
2018 Q1	$218K	Sell	2,081 -62	-3%	-$7.17K	0.07%	114
2017 Q4	$255K	Buy	2,143 +60	+3%	+$7.05K	0.08%	108
2017 Q3	$250K	Sell	2,083 -4,064	-66%	-$462K	0.09%	109
2017 Q2	$679K	Sell	6,147 -1,037	-14%	-$111K	0.25%	49
2017 Q1	$771K	Sell	7,184 -19	-0.3%	-$2.08K	0.31%	39
2016 Q4	$826K	Sell	7,203 -1,481	-17%	-$167K	0.37%	36
2016 Q3	$949K	Hold	8,684	–	–	0.44%	31
2016 Q2	$935K	Sell	8,684 -74	-0.8%	-$7.7K	0.45%	31
2016 Q1	$924K	Hold	8,758	–	–	0.46%	30
2015 Q4	$843K	Buy	8,758 +19	+0.2%	+$1.94K	0.42%	36
2015 Q3	$862K	Sell	8,739 -592	-6%	-$58.5K	0.46%	32
2015 Q2	$904K	Buy	9,331 +5,832	+167%	+$579K	0.49%	28
2015 Q1	$339K	Sell	3,499 -5,861	-63%	-$601K	0.2%	69
2014 Q4	$1.04M	Buy	+9,360	New	+$988K	0.61%	20