Gilliland Jeter Wealth 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 | $387K | Buy |
3,838
+9
| +0.2% | +$908 | 0.13% | 126 |
|
2025
Q1 | $421K | Sell |
3,829
-354
| -8% | -$38.9K | 0.15% | 113 |
|
2024
Q4 | $527K | Buy |
4,183
+10
| +0.2% | +$1.26K | 0.18% | 108 |
|
2024
Q3 | $569K | Buy |
4,173
+1
| +0% | +$136 | 0.18% | 105 |
|
2024
Q2 | $571K | Buy |
4,172
+9
| +0.2% | +$1.23K | 0.19% | 101 |
|
2024
Q1 | $619K | Sell |
4,163
-185
| -4% | -$27.5K | 0.22% | 100 |
|
2023
Q4 | $684K | Buy |
+4,348
| New | +$684K | 0.28% | 86 |
|