GC Wealth Management RIA’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
9,937
+1,314
| +15% | +$133K | 0.08% | 204 |
|
|
2025
Q1 | $948K | Sell |
8,623
-961
| -10% | -$106K | 0.17% | 108 |
|
|
2024
Q4 | $1.21M | Sell |
9,584
-339
| -3% | -$42.7K | 0.21% | 99 |
|
|
2024
Q3 | $1.35M | Sell |
9,923
-111
| -1% | -$15.1K | 0.24% | 89 |
|
|
2024
Q2 | $1.37M | Sell |
10,034
-496
| -5% | -$67.9K | 0.27% | 77 |
|
|
2024
Q1 | $1.57M | Buy |
10,530
+1,100
| +12% | +$163K | 0.31% | 65 |
|
|
2023
Q4 | $1.48M | Buy |
+9,430
| New | +$1.48M | 0.67% | 37 |
|