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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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