Glass Wealth Management’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
$1.78M Sell
17,665
-1,965
-10% -$198K 0.95% 36
2025
Q1
$2.16M Sell
19,630
-2,170
-10% -$239K 1.3% 28
2024
Q4
$2.75M Sell
21,800
-2,100
-9% -$265K 1.49% 24
2024
Q3
$3.26M Sell
23,900
-265
-1% -$36.1K 1.8% 20
2024
Q2
$3.31M Buy
24,165
+345
+1% +$47.2K 1.93% 17
2024
Q1
$3.54M Buy
+23,820
New +$3.54M 2.16% 16