Bennett Associates 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
2024
Q2
Sell
-3,046
Closed -$453K 48
2024
Q1
$453K Buy
3,046
+40
+1% +$5.95K 0.41% 32
2023
Q4
$473K Buy
+3,006
New +$473K 0.46% 28