GHAM
Gilman Hill Asset Management’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.98M | Buy |
88,941
+9,350
| +12% | +$944K | 1.47% | 16 |
|
2025
Q1 | $8.75M | Buy |
79,591
+25,733
| +48% | +$2.83M | 1.52% | 17 |
|
2024
Q4 | $6.79M | Sell |
53,858
-4,942
| -8% | -$623K | 1.18% | 26 |
|
2024
Q3 | $8.02M | Buy |
58,800
+23,953
| +69% | +$3.27M | 1.34% | 22 |
|
2024
Q2 | $4.77M | Buy |
34,847
+32,864
| +1,657% | +$4.5M | 0.86% | 45 |
|
2024
Q1 | $295K | Hold |
1,983
| – | – | 0.05% | 171 |
|
2023
Q4 | $312K | Hold |
1,983
| – | – | 0.06% | 164 |
|
2023
Q3 | $309K | Sell |
1,983
-35
| -2% | -$5.46K | 0.06% | 161 |
|
2023
Q2 | $362K | Hold |
2,018
| – | – | 0.07% | 157 |
|
2023
Q1 | $391K | Sell |
2,018
-1,203
| -37% | -$233K | 0.08% | 148 |
|
2022
Q4 | $560K | Sell |
3,221
-24
| -0.7% | -$4.17K | 0.11% | 134 |
|
2022
Q3 | $524K | Sell |
3,245
-420
| -11% | -$67.8K | 0.12% | 138 |
|
2022
Q2 | $669K | Buy |
3,665
+990
| +37% | +$181K | 0.14% | 124 |
|
2022
Q1 | $574K | Buy |
2,675
+35
| +1% | +$7.51K | 0.13% | 129 |
|
2021
Q4 | $566K | Hold |
2,640
| – | – | 0.13% | 128 |
|
2021
Q3 | $481K | Hold |
2,640
| – | – | 0.12% | 127 |
|
2021
Q2 | $549K | Buy |
2,640
+130
| +5% | +$27K | 0.14% | 118 |
|
2021
Q1 | $427K | Sell |
2,510
-50
| -2% | -$8.51K | 0.12% | 126 |
|
2020
Q4 | $431K | Sell |
2,560
-315
| -11% | -$53K | 0.14% | 119 |
|
2020
Q3 | $479K | Sell |
2,875
-325
| -10% | -$54.1K | 0.19% | 112 |
|
2020
Q2 | $356K | Buy |
3,200
+500
| +19% | +$55.6K | 0.14% | 121 |
|
2020
Q1 | $252K | Buy |
2,700
+500
| +23% | +$46.7K | 0.12% | 135 |
|
2019
Q4 | $258K | Hold |
2,200
| – | – | 0.08% | 150 |
|
2019
Q3 | $264K | Hold |
2,200
| – | – | 0.09% | 154 |
|
2019
Q2 | $227K | Sell |
2,200
-92
| -4% | -$9.49K | 0.08% | 162 |
|
2019
Q1 | $256K | Buy |
+2,292
| New | +$256K | 0.09% | 158 |
|