Provenance Wealth Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31K Sell
2025
Q1
$3.74K Hold
2024
Q4
$4.29K Hold
2024
Q3
$4.64K Sell
2024
Q2
$9.72K Sell
2024
Q1
$12.5K Buy
2023
Q4
$11.2K Buy
2023
Q3
$3.27K Buy