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Global Assets Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,884
| Closed | -$490K | – | 291 |
|
|
2025
Q1 | $490K | Buy |
4,884
+1,855
| +61% | +$186K | 0.09% | 166 |
|
|
2024
Q4 | $375K | Buy |
3,029
+1,097
| +57% | +$136K | 0.21% | 105 |
|
|
2024
Q3 | $257K | Buy |
+1,932
| New | +$257K | 0.14% | 142 |
|
|
2024
Q2 | – | Sell |
-134,759
| Closed | -$913K | – | 483 |
|
|
2024
Q1 | $913K | Buy |
+134,759
| New | +$913K | 0.04% | 247 |
|
|
2023
Q2 | – | Sell |
-1,112
| Closed | -$216K | – | 132 |
|
|
2023
Q1 | $216K | Buy |
+1,112
| New | +$216K | 0.22% | 105 |
|