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

Sax Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$243K	Buy
2025 Q3	–	Sell
2025 Q2	$263K	Sell
2025 Q1	$365K	Sell
2024 Q4	$786K	Buy
2024 Q3	$648K	Buy
2024 Q2	$478K	Buy
2023 Q3	–	Sell
2023 Q2	$288K	Hold
2023 Q1	$311K	Sell
2022 Q4	$279K	Buy