GoalVest 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
Q2 | – | Sell |
-103
| Closed | -$11.3K | – | 521 |
|
|
2025
Q1 | $11.3K | Hold |
103
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $13K | Sell |
103
-64
| -38% | -$8.07K | ﹤0.01% | 267 |
|
|
2024
Q3 | $22.8K | Hold |
167
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $22.9K | Hold |
167
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $24.8K | Sell |
167
-50
| -23% | -$7.43K | 0.01% | 247 |
|
|
2023
Q4 | $34.1K | Buy |
217
+18
| +9% | +$2.83K | 0.02% | 172 |
|
|
2023
Q3 | $31K | Hold |
199
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $35.7K | Sell |
199
-9
| -4% | -$1.61K | 0.02% | 165 |
|
|
2023
Q1 | $40.4K | Sell |
208
-26
| -11% | -$5.04K | 0.02% | 122 |
|
|
2022
Q4 | $40.7K | Sell |
234
-50
| -18% | -$8.69K | 0.03% | 116 |
|
|
2022
Q3 | $46K | Sell |
284
-3,914
| -93% | -$634K | 0.03% | 115 |
|
|
2022
Q2 | $775K | Sell |
4,198
-46
| -1% | -$8.49K | 0.49% | 68 |
|
|
2022
Q1 | $910K | Buy |
+4,244
| New | +$910K | 0.51% | 55 |
|
|
2021
Q2 | $883K | Buy |
4,244
+254
| +6% | +$52.8K | 0.55% | 52 |
|
|
2021
Q1 | $678K | Buy |
3,990
+381
| +11% | +$64.7K | 0.51% | 66 |
|
|
2020
Q4 | $608K | Buy |
+3,609
| New | +$608K | 0.51% | 61 |
|