CWA
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CogentBlue Wealth Advisors’s United Parcel Service UPS Stock Holding History

CogentBlue Wealth Advisors’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 		$269K Sell
2,665
-244
-8% -$24.6K 0.21% 59
2025
Q1 		$320K Buy
2,909
+326
+13% +$35.9K 0.28% 42
2024
Q4 		$326K Buy
+2,583
New +$326K 0.29% 39