Principia Wealth Advisory’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
Q2
$3.03K Buy
30
+6
+25% +$606 ﹤0.01% 303
2025
Q1
$2.39K Buy
24
+4
+20% +$399 ﹤0.01% 262
2024
Q4
$2.52K Buy
+20
New +$2.52K ﹤0.01% 209