MAWA
Moss Adams Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
26,024
+1,444
| +6% | +$146K | 0.24% | 39 |
|
|
2025
Q1 | $2.7M | Buy |
24,580
+1
| +0% | +$110 | 0.28% | 30 |
|
|
2024
Q4 | $3.1M | Buy |
24,579
+401
| +2% | +$50.6K | 0.33% | 27 |
|
|
2024
Q3 | $3.3M | Sell |
24,178
-187
| -0.8% | -$25.5K | 0.36% | 26 |
|
|
2024
Q2 | $3.33M | Buy |
24,365
+147
| +0.6% | +$20.1K | 0.46% | 23 |
|
|
2024
Q1 | $3.6M | Buy |
+24,218
| New | +$3.6M | 0.58% | 18 |
|