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

Copia Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$994K Hold
9,846
– – 0.84% 33
2025
Q1 		$1.08M Hold
9,846
– – 1% 27
2024
Q4 		$1.24M Buy
+9,846
New +$1.24M 1.18% 24