WFA of San Diego’s United Parcel Service UPS Stock Holding History

WFA of San Diego’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.6K	Buy
2024 Q3	$21.1K	Hold
2024 Q2	$21.2K	Buy
2023 Q3	$24.2K	Sell
2023 Q2	$40K	Buy
2023 Q1	–	Sell
2022 Q4	$38.8K	Buy
2022 Q3	–	Sell
2022 Q2	$42K	Buy