Williamson Legacy Group’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	–	Sell	-1,932	Closed	-$213K	–	137
2025 Q1	$213K	Sell	1,932 -16	-0.8%	-$1.76K	0.2%	100
2024 Q4	$246K	Buy	1,948 +16	+0.8%	+$2.02K	0.16%	109
2024 Q3	$263K	Buy	+1,932	New	+$263K	0.18%	99