Gladstone Institutional Advisory’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Sell |
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|
2025
Q2 | $3.24M | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $670K | Buy |
|
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $861K | Sell |
|
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $3.13M | Sell |
|
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $2.43M | Sell |
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|
2021
Q2 | $3.06M | Buy |
|
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $837K | Buy |
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|
2019
Q4 | $870K | Sell |
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|
2019
Q3 | $895K | Sell |
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|
2019
Q2 | $802K | Buy |
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|
2019
Q1 | $699K | Buy |
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|
2018
Q4 | $608K | Buy |
|