Mowery & Schoenfeld 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 Q1	–	Sell	-177	Closed	-$22.3K	–	561
2024 Q4	$22.3K	Buy	177 +66	+59%	+$8.32K	0.04%	167
2024 Q3	$15.1K	Hold	111	–	–	0.02%	158
2024 Q2	$15.2K	Buy	+111	New	+$15.2K	0.02%	155