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Blake Schutter Theil Wealth Advisors’s United Parcel Service UPS Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$303K Sell
3,001
-805
-21% -$81.3K 0.34% 82
2025
Q1 		$419K Buy
3,806
+1,900
+100% +$209K 0.48% 67
2024
Q4 		$240K Sell
1,906
-1,184
-38% -$149K 0.25% 100
2024
Q3 		$421K Buy
+3,090
New +$421K 0.3% 92