GA
Geller Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $531K | Hold |
4,211
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $574K | Sell |
4,211
-148
| -3% | -$20.2K | 0.04% | 117 |
|
|
2024
Q2 | $597K | Hold |
4,359
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $648K | Buy |
4,359
+35
| +0.8% | +$5.2K | 0.05% | 108 |
|
|
2023
Q4 | $680K | Sell |
4,324
-6
| -0.1% | -$943 | 0.07% | 95 |
|
|
2023
Q3 | $675K | Sell |
4,330
-37
| -0.8% | -$5.77K | 0.08% | 76 |
|
|
2023
Q2 | $783K | Buy |
4,367
+2,996
| +219% | +$537K | 0.1% | 68 |
|
|
2023
Q1 | $266K | Buy |
+1,371
| New | +$266K | 0.04% | 139 |
|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$229K | – | 171 |
|
|
2022
Q1 | $229K | Buy |
+1,069
| New | +$229K | 0.04% | 143 |
|