Jacksonville 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
2025
Q2
$270K Sell
2,674
-60
-2% -$6.06K 0.22% 57
2025
Q1
$301K Sell
2,734
-158
-5% -$17.4K 0.3% 50
2024
Q4
$365K Buy
+2,892
New +$365K 0.34% 45