Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-34,113
| Closed | -$4.3M | – | 152 |
|
|
2024
Q4 | $4.3M | Buy |
34,113
+10,176
| +43% | +$1.28M | 0.89% | 38 |
|
|
2024
Q3 | $3.26M | Sell |
23,937
-2,005
| -8% | -$273K | 0.7% | 48 |
|
|
2024
Q2 | $3.55M | Buy |
25,942
+1,557
| +6% | +$213K | 0.83% | 42 |
|
|
2024
Q1 | $3.62M | Buy |
24,385
+323
| +1% | +$48K | 0.89% | 43 |
|
|
2023
Q4 | $3.78M | Buy |
24,062
+10,438
| +77% | +$1.64M | 0.97% | 29 |
|
|
2023
Q3 | $2.12M | Buy |
13,624
+24
| +0.2% | +$3.74K | 0.59% | 58 |
|
|
2023
Q2 | $2.44M | Buy |
13,600
+216
| +2% | +$38.7K | 0.67% | 55 |
|
|
2023
Q1 | $2.6M | Buy |
13,384
+193
| +1% | +$37.4K | 0.78% | 48 |
|
|
2022
Q4 | $2.29M | Buy |
13,191
+148
| +1% | +$25.7K | 0.75% | 55 |
|
|
2022
Q3 | $2.11M | Buy |
13,043
+269
| +2% | +$43.5K | 0.75% | 50 |
|
|
2022
Q2 | $2.33M | Buy |
12,774
+1,293
| +11% | +$236K | 0.79% | 45 |
|
|
2022
Q1 | $2.46M | Buy |
11,481
+502
| +5% | +$108K | 0.73% | 51 |
|
|
2021
Q4 | $2.35M | Buy |
10,979
+219
| +2% | +$46.9K | 0.71% | 51 |
|
|
2021
Q3 | $1.96M | Sell |
10,760
-2,291
| -18% | -$417K | 0.62% | 56 |
|
|
2021
Q2 | $2.71M | Buy |
13,051
+14
| +0.1% | +$2.91K | 0.9% | 37 |
|
|
2021
Q1 | $2.22M | Buy |
13,037
+433
| +3% | +$73.6K | 0.8% | 44 |
|
|
2020
Q4 | $2.12M | Buy |
12,604
+106
| +0.8% | +$17.9K | 0.82% | 40 |
|
|
2020
Q3 | $2.08M | Sell |
12,498
-9,767
| -44% | -$1.63M | 0.9% | 35 |
|
|
2020
Q2 | $2.48M | Buy |
22,265
+1,808
| +9% | +$201K | 1.06% | 31 |
|
|
2020
Q1 | $1.91M | Buy |
20,457
+2,614
| +15% | +$244K | 0.96% | 35 |
|
|
2019
Q4 | $2.09M | Buy |
17,843
+1,260
| +8% | +$148K | 0.88% | 38 |
|
|
2019
Q3 | $1.99M | Buy |
16,583
+4,765
| +40% | +$571K | 0.91% | 38 |
|
|
2019
Q2 | $1.22M | Buy |
11,818
+1,513
| +15% | +$156K | 0.59% | 59 |
|
|
2019
Q1 | $1.15M | Sell |
10,305
-97
| -0.9% | -$10.8K | 0.6% | 59 |
|
|
2018
Q4 | $1.02M | Buy |
+10,402
| New | +$1.02M | 0.59% | 61 |
|