KWA
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Kondo Wealth Advisors’s United Parcel Service UPS Stock Holding History

Kondo 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 		$879K Sell
8,415
-994
-11% -$104K 0.39% 30
2025
Q1 		$1.03M Sell
9,409
-530
-5% -$58.3K 0.51% 24
2024
Q4 		$1.31M Buy
+9,939
New +$1.31M 0.67% 21