GoalVest Advisory’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $926K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $11.3K | Hold |
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|
2024
Q4 | $13K | Sell |
|
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|
2024
Q3 | $22.8K | Hold |
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|
2024
Q2 | $22.9K | Hold |
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|
2024
Q1 | $24.8K | Sell |
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|
2023
Q4 | $34.1K | Buy |
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|
2023
Q3 | $31K | Hold |
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|
2023
Q2 | $35.7K | Sell |
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|
2023
Q1 | $40.4K | Sell |
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|
2022
Q4 | $40.7K | Sell |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $608K | Buy |
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