RBWA
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RFG - Bristol Wealth Advisors’s United Parcel Service UPS Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448K Sell
4,438
-321
-7% -$32.4K 0.14% 116
2025
Q1 		$523K Sell
4,759
-2,493
-34% -$274K 0.18% 100
2024
Q4 		$914K Buy
+7,252
New +$914K 0.3% 72