PWM
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Partnership Wealth Management’s United Parcel Service UPS Stock Holding History

Partnership Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-92
Closed -$12.5K – 176
2024
Q3 		$12.5K Hold
92
– – 0.01% 160
2024
Q2 		$12.6K Hold
92
– – 0.01% 187
2024
Q1 		$13.7K Hold
92
– – 0.01% 185
2023
Q4 		$13.1K Buy
+92
New +$13.1K 0.01% 184