Total Wealth Planning & Management’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	$637K	Sell	6,311 -1,616	-20%	-$163K	0.52%	61
2025 Q1	$872K	Buy	7,927 +1,747	+28%	+$192K	0.83%	29
2024 Q4	$779K	Buy	+6,180	New	+$779K	0.71%	31