Glassman Wealth Services’s United Parcel Service UPS Stock Holding History

Glassman Wealth Services’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,180	Closed	-$186K	–	1739
2023 Q4	$186K	Buy	1,180 +121	+11%	+$19K	0.03%	202
2023 Q3	$165K	Sell	1,059 -73	-6%	-$11.4K	0.03%	196
2023 Q2	$203K	Sell	1,132 -320	-22%	-$57.4K	0.03%	169
2023 Q1	$282K	Buy	1,452 +109	+8%	+$21.1K	0.05%	128
2022 Q4	$233K	Sell	1,343 -107	-7%	-$18.6K	0.04%	154
2022 Q3	$234K	Buy	1,450 +152	+12%	+$24.5K	0.05%	134
2022 Q2	$237K	Sell	1,298 -27	-2%	-$4.93K	0.05%	136
2022 Q1	$284K	Buy	1,325 +213	+19%	+$45.7K	0.05%	128
2021 Q4	$238K	Buy	1,112 +47	+4%	+$10.1K	0.04%	139
2021 Q3	$194K	Buy	1,065 +159	+18%	+$29K	0.04%	157
2021 Q2	$188K	Buy	906 +13	+1%	+$2.7K	0.04%	145
2021 Q1	$152K	Buy	893 +36	+4%	+$6.13K	0.03%	173
2020 Q4	$144K	Buy	857 +289	+51%	+$48.6K	0.03%	178
2020 Q3	$95K	Buy	568 +75	+15%	+$12.5K	0.03%	207
2020 Q2	$55K	Buy	493 +67	+16%	+$7.48K	0.02%	241
2020 Q1	$40K	Sell	426 -87	-17%	-$8.17K	0.02%	259
2019 Q4	$60K	Buy	513 +12	+2%	+$1.4K	0.02%	230
2019 Q3	$60K	Buy	501 +92	+22%	+$11K	0.02%	214
2019 Q2	$42K	Buy	409 +61	+18%	+$6.26K	0.02%	270
2019 Q1	$39K	Buy	348 +116	+50%	+$13K	0.02%	268
2018 Q4	$23K	Sell	232 -8	-3%	-$793	0.01%	279
2018 Q3	$28K	Hold	240	–	–	0.01%	284
2018 Q2	$25K	Buy	240 +6	+3%	+$625	0.01%	268
2018 Q1	$24K	Buy	234 +41	+21%	+$4.21K	0.01%	264
2017 Q4	$23K	Hold	193	–	–	0.01%	237
2017 Q3	$23K	Hold	193	–	–	0.02%	220
2017 Q2	$21K	Hold	193	–	–	0.01%	232
2017 Q1	$21K	Hold	193	–	–	0.01%	252
2016 Q4	$22K	Buy	193 +13	+7%	+$1.48K	0.02%	259
2016 Q3	$20K	Hold	180	–	–	0.02%	232
2016 Q2	$19K	Hold	180	–	–	0.02%	226
2016 Q1	$19K	Hold	180	–	–	0.02%	227
2015 Q4	$17K	Hold	180	–	–	0.02%	249
2015 Q3	$18K	Hold	180	–	–	0.02%	232
2015 Q2	$17K	Hold	180	–	–	0.01%	247
2015 Q1	$17K	Hold	180	–	–	0.01%	244
2014 Q4	$20K	Buy	+180	New	+$20K	0.01%	241