GM Advisory Group’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 | $1.98M | Buy |
19,581
+5,465
| +39% | +$552K | 0.1% | 97 |
|
|
2025
Q1 | $1.55M | Buy |
+14,116
| New | +$1.55M | 0.08% | 98 |
|
|
2024
Q3 | – | Sell |
-4,184
| Closed | -$573K | – | 269 |
|
|
2024
Q2 | $573K | Hold |
4,184
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $622K | Hold |
4,184
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $658K | Buy |
4,184
+779
| +23% | +$122K | 0.05% | 123 |
|
|
2023
Q3 | $531K | Buy |
3,405
+10
| +0.3% | +$1.56K | 0.04% | 121 |
|
|
2023
Q2 | $609K | Hold |
3,395
| – | – | 0.05% | 110 |
|
|
2023
Q1 | $659K | Sell |
3,395
-65
| -2% | -$12.6K | 0.06% | 102 |
|
|
2022
Q4 | $601K | Buy |
3,460
+1,490
| +76% | +$259K | 0.06% | 105 |
|
|
2022
Q3 | $318K | Buy |
+1,970
| New | +$318K | 0.04% | 139 |
|