WIA
UPS icon

Wealthedge Investment Advisors’s United Parcel Service UPS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.47M Buy
34,394
+4,647
+16% +$469K 1.45% 20
2025
Q1
$3.27M Buy
29,747
+7,798
+36% +$858K 1.48% 15
2024
Q4
$2.77M Buy
+21,949
New +$2.77M 1.25% 20