Accredited Wealth Management’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
$176K Sell
1,747
-263
-13% -$26.5K 0.14% 70
2025
Q1
$221K Buy
2,010
+242
+14% +$26.6K 0.19% 53
2024
Q4
$223K Buy
+1,768
New +$223K 0.2% 58