GeoWealth Management’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 | $290K | Buy |
2,875
+974
| +51% | +$98.3K | 0.01% | 553 |
|
|
2025
Q1 | $209K | Sell |
1,901
-1,125
| -37% | -$124K | 0.01% | 649 |
|
|
2024
Q4 | $382K | Buy |
3,026
+554
| +22% | +$69.9K | 0.01% | 548 |
|
|
2024
Q3 | $337K | Sell |
2,472
-244
| -9% | -$33.3K | 0.01% | 572 |
|
|
2024
Q2 | $372K | Buy |
2,716
+469
| +21% | +$64.2K | 0.02% | 514 |
|
|
2024
Q1 | $334K | Buy |
2,247
+251
| +13% | +$37.3K | 0.01% | 545 |
|
|
2023
Q4 | $313K | Buy |
+1,996
| New | +$313K | 0.03% | 403 |
|
|
2021
Q2 | – | Sell |
-2,496
| Closed | -$424K | – | 280 |
|
|
2021
Q1 | $424K | Buy |
2,496
+7
| +0.3% | +$1.19K | 0.07% | 128 |
|
|
2020
Q4 | $419K | Buy |
+2,489
| New | +$419K | 0.07% | 151 |
|