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GGM Wealth Advisors’s United Parcel Service UPS Stock Holding History

GGM Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,528
Closed -$208K – 160
2024
Q3 		$208K Buy
1,528
+8
+0.5% +$1.05K 0.09% 140
2024
Q2 		$208K Sell
1,520
-7
-0.5% -$1K 0.1% 131
2024
Q1 		$230K Hold
1,527
– – 0.11% 115
2023
Q4 		$243K Hold
1,527
– – 0.1% 124
2023
Q3 		$238K Hold
1,527
– – 0.1% 124
2023
Q2 		$283K Buy
+1,527
New +$271K 0.11% 116
2023
Q1 		– Sell
-1,527
Closed -$273K – 124
2022
Q4 		$273K Hold
1,527
– – 0.14% 103
2022
Q3 		$255K Hold
1,527
– – 0.14% 113
2022
Q2 		$273K Hold
1,527
– – 0.15% 109
2022
Q1 		$291K Buy
+1,527
New +$324K 0.15% 114

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's UPS Position: Q4 2024 in Review

GGM Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,528 shares — an estimated $208K sold.

GGM Wealth Advisors first reported a position in UPS in Q1 2022 and held it in 10 quarters. The position peaked at $291K in Q1 2022. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • GGM Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 1,528 United Parcel Service shares in Q4 2024, an estimated $208K.
  • GGM Wealth Advisors first reported a position in United Parcel Service in Q1 2022 and held it in 10 quarters.
  • GGM Wealth Advisors's United Parcel Service position peaked at $291K in Q1 2022.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.