GIA
Gladstone Institutional Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
32,135
+26,908
| +515% | +$2.72M | 0.13% | 167 |
|
|
2025
Q1 | $575K | Sell |
5,227
-87
| -2% | -$9.57K | 0.03% | 433 |
|
|
2024
Q4 | $670K | Buy |
5,314
+315
| +6% | +$39.7K | 0.03% | 393 |
|
|
2024
Q3 | $682K | Sell |
4,999
-433
| -8% | -$59K | 0.03% | 379 |
|
|
2024
Q2 | $743K | Sell |
5,432
-359
| -6% | -$49.1K | 0.04% | 347 |
|
|
2024
Q1 | $861K | Sell |
5,791
-5,520
| -49% | -$820K | 0.05% | 308 |
|
|
2023
Q4 | $1.78M | Sell |
11,311
-4,893
| -30% | -$769K | 0.1% | 211 |
|
|
2023
Q3 | $2.53M | Sell |
16,204
-1,269
| -7% | -$198K | 0.16% | 160 |
|
|
2023
Q2 | $3.13M | Sell |
17,473
-7,628
| -30% | -$1.37M | 0.19% | 134 |
|
|
2023
Q1 | $4.87M | Sell |
25,101
-2,042
| -8% | -$396K | 0.32% | 81 |
|
|
2022
Q4 | $4.72M | Sell |
27,143
-1,227
| -4% | -$213K | 0.33% | 79 |
|
|
2022
Q3 | $4.58M | Buy |
28,370
+1,510
| +6% | +$244K | 0.36% | 69 |
|
|
2022
Q2 | $4.9M | Buy |
26,860
+2,182
| +9% | +$398K | 0.39% | 59 |
|
|
2022
Q1 | $5.29M | Buy |
24,678
+11,623
| +89% | +$2.49M | 0.36% | 67 |
|
|
2021
Q4 | $2.8M | Sell |
13,055
-279
| -2% | -$59.8K | 0.22% | 127 |
|
|
2021
Q3 | $2.43M | Sell |
13,334
-1,400
| -10% | -$255K | 0.24% | 121 |
|
|
2021
Q2 | $3.06M | Buy |
14,734
+6,739
| +84% | +$1.4M | 0.36% | 72 |
|
|
2021
Q1 | $1.36M | Sell |
7,995
-1,848
| -19% | -$314K | 0.21% | 108 |
|
|
2020
Q4 | $1.66M | Buy |
9,843
+3,257
| +49% | +$549K | 0.33% | 72 |
|
|
2020
Q3 | $1.1M | Buy |
6,586
+195
| +3% | +$32.5K | 0.26% | 88 |
|
|
2020
Q2 | $711K | Sell |
6,391
-2,572
| -29% | -$286K | 0.18% | 108 |
|
|
2020
Q1 | $837K | Buy |
8,963
+1,539
| +21% | +$144K | 0.22% | 97 |
|
|
2019
Q4 | $870K | Sell |
7,424
-45
| -0.6% | -$5.27K | 0.21% | 96 |
|
|
2019
Q3 | $895K | Sell |
7,469
-302
| -4% | -$36.2K | 0.23% | 93 |
|
|
2019
Q2 | $802K | Buy |
7,771
+1,515
| +24% | +$156K | 0.24% | 92 |
|
|
2019
Q1 | $699K | Buy |
6,256
+26
| +0.4% | +$2.91K | 0.26% | 87 |
|
|
2018
Q4 | $608K | Buy |
+6,230
| New | +$608K | 0.35% | 71 |
|