WAG
Wiser Advisor Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-313
| Closed | -$34.5K | – | 242 |
|
|
2025
Q1 | $34.5K | Buy |
313
+4
| +1% | +$441 | 0.05% | 113 |
|
|
2024
Q4 | $39K | Buy |
309
+4
| +1% | +$505 | 0.06% | 109 |
|
|
2024
Q3 | $41.6K | Sell |
305
-39
| -11% | -$5.32K | 0.06% | 106 |
|
|
2024
Q2 | $47K | Buy |
344
+6
| +2% | +$819 | 0.07% | 98 |
|
|
2024
Q1 | $50.4K | Buy |
338
+2
| +0.6% | +$298 | 0.08% | 96 |
|
|
2023
Q4 | $52.8K | Buy |
+336
| New | +$52.8K | 0.09% | 90 |
|