Golden State Equity Partners’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
$232K Buy
2025
Q3
Sell
2025
Q2
$217K Sell
2025
Q1
$308K Buy
2024
Q4
$352K Buy
2024
Q3
$77K Sell
2024
Q2
$689K Buy
2023
Q4
$784K Sell
2023
Q3
$873K Sell
2023
Q2
$1.03M Buy
2023
Q1
$628K Buy
2022
Q1
$371K Buy
2021
Q4
$301K Sell
2021
Q3
$285K Buy
2021
Q2
$307K Sell
2021
Q1
$264K Sell
2020
Q4
$275K Buy