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

Pines Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,527
Closed -$232K – 234
2025
Q1 		$232K Sell
2,527
-334
-12% -$30.7K 0.11% 179
2024
Q4 		$353K Buy
+2,861
New +$353K 0.15% 144