WIA
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Wetzel Investment Advisors’s United Parcel Service UPS Stock Holding History

Wetzel Investment Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-552
Closed -$82K – 836
2024
Q2 		$82K Sell
552
-95
-15% -$14.1K 0.05% 191
2024
Q1 		$92.4K Buy
647
+95
+17% +$13.6K 0.05% 188
2023
Q4 		$87K Buy
+552
New +$87K 0.05% 190