CWM
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Centricity Wealth Management’s United Parcel Service UPS Stock Holding History

Centricity 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 		$117K Sell
1,158
-22
-2% -$2.22K 0.09% 113
2025
Q1 		$130K Hold
1,180
– – 0.12% 98
2024
Q4 		$149K Buy
+1,180
New +$149K 0.14% 89