WGC
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Watts Gwilliam & Co’s United Parcel Service UPS Stock Holding History

Watts Gwilliam & Co’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
Q1 		$1.27M Buy
11,540
+4,271
+59% +$470K 0.27% 72
2024
Q4 		$908K Buy
7,269
+72
+1% +$9K 0.19% 93
2024
Q3 		$943K Buy
+7,197
New +$943K 0.21% 87
2024
Q1 		$1.06M Buy
+7,163
New +$1.06M 0.33% 66