WealthPLAN Partners’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 Q1	–	Sell	-1,807	Closed	-$228K	–	259
2024 Q4	$228K	Buy	1,807 +193	+12%	+$25.4K	0.03%	228
2024 Q3	$220K	Sell	1,614 -39	-2%	-$5.12K	0.03%	244
2024 Q2	$226K	Buy	1,653 +18	+1%	+$2.58K	0.02%	282
2024 Q1	$243K	Sell	1,635 -34	-2%	-$5.17K	0.03%	279
2023 Q4	$262K	Sell	1,669 -350	-17%	-$52.9K	0.03%	280
2023 Q3	$315K	Buy	2,019 +683	+51%	+$118K	0.04%	258
2023 Q2	$239K	Sell	1,336 -22	-2%	-$3.91K	0.03%	268
2023 Q1	$263K	Sell	1,358 -577	-30%	-$106K	0.03%	268
2022 Q4	$361K	Buy	+1,935	New	+$335K	0.03%	290
2022 Q1	$290K	Buy	1,616 +263	+19%	+$55.9K	0.02%	321
2021 Q4	$273K	Buy	1,353 +177	+15%	+$36K	0.02%	330
2021 Q3	$242K	Buy	+1,176	New	+$232K	0.02%	341
2021 Q2	–	Sell	-1,014	Closed	-$217K	–	367
2021 Q1	$217K	Sell	1,014 -222	-18%	-$35.9K	0.02%	308
2020 Q4	$200K	Buy	+1,236	New	+$209K	0.02%	316
2017 Q2	–	Sell	-129	Closed	-$13.8K	–	412
2017 Q1	$13.8K	Buy	+129	New	+$14.1K	0.05%	225
2016 Q3	$91.1K	Sell	839 -819	-49%	-$89.5K	0.03%	240
2016 Q2	$90.5K	Buy	+1,658	New	+$173K	0.01%	649
2015 Q4	$6.74K	Buy	+70	New	+$7.15K	﹤0.01%	1263