GGM Wealth Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,528
| Closed | -$208K | – | 160 |
|
|
2024
Q3 | $208K | Buy |
1,528
+8
| +0.5% | +$1.09K | 0.09% | 140 |
|
|
2024
Q2 | $208K | Sell |
1,520
-7
| -0.5% | -$958 | 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 | +$283K | 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 | +$291K | 0.15% | 114 |
|