Glass Jacobson Investment Advisors’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 | $25.4K | Sell |
252
-1,008
| -80% | -$102K | 0.01% | 363 |
|
|
2025
Q1 | $159K | Hold |
1,260
| – | – | 0.05% | 254 |
|
|
2024
Q4 | $159K | Buy |
1,260
+5
| +0.4% | +$631 | 0.05% | 254 |
|
|
2024
Q3 | $171K | Hold |
1,255
| – | – | 0.06% | 235 |
|
|
2024
Q2 | $172K | Hold |
1,255
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $187K | Hold |
1,255
| – | – | 0.07% | 214 |
|
|
2023
Q4 | $197K | Hold |
1,255
| – | – | 0.08% | 205 |
|
|
2023
Q3 | $196K | Hold |
1,255
| – | – | 0.09% | 201 |
|
|
2023
Q2 | $225K | Buy |
+1,255
| New | +$225K | 0.1% | 184 |
|
|
2022
Q4 | $218K | Buy |
+1,255
| New | +$218K | 0.11% | 193 |
|