Gimbal Financial’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
Q1 | – | Sell |
-1,790
| Closed | -$226K | – | 49 |
|
|
2024
Q4 | $226K | Sell |
1,790
-2
| -0.1% | -$252 | 0.18% | 42 |
|
|
2024
Q3 | $248K | Buy |
1,792
+7
| +0.4% | +$968 | 0.16% | 43 |
|
|
2024
Q2 | $247K | Hold |
1,785
| – | – | 0.18% | 39 |
|
|
2024
Q1 | $265K | Hold |
1,785
| – | – | 0.22% | 38 |
|
|
2023
Q4 | $281K | Buy |
+1,785
| New | +$281K | 0.28% | 34 |
|