Moss Adams Wealth Advisors’s United Parcel Service UPS Stock Holding History

Moss Adams Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.02M	Sell
2025 Q2	$2.63M	Buy
2025 Q1	$2.7M	Buy
2024 Q4	$3.1M	Buy
2024 Q3	$3.3M	Sell
2024 Q2	$3.33M	Buy
2024 Q1	$3.6M	Buy