AWM
UPS icon

Aegis Wealth Management’s United Parcel Service UPS Stock Holding History

Aegis Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Hold
2,786
– – 0.18% 88
2025
Q1 		$306K Sell
2,786
-2
-0.1% -$220 0.18% 92
2024
Q4 		$352K Buy
+2,788
New +$352K 0.24% 66