MSWA
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Marshall & Sterling Wealth Advisors’s United Parcel Service UPS Stock Holding History

Marshall & Sterling 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 		$25.4K Sell
253
-30
-11% -$3.02K 0.02% 237
2025
Q1 		$31.1K Buy
283
+36
+15% +$3.96K 0.02% 211
2024
Q4 		$31.1K Buy
+247
New +$31.1K 0.02% 168