Abundance Wealth Counselors’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
$906K Buy
8,977
+701
+8% +$70.7K 0.17% 97
2025
Q1
$910K Buy
8,276
+2,376
+40% +$261K 0.19% 90
2024
Q4
$744K Sell
5,900
-829
-12% -$105K 0.16% 99
2024
Q3
$917K Buy
+6,729
New +$917K 0.19% 88