Golden State Equity Partners’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 | $217K | Sell |
2,147
-649
| -23% | -$65.5K | 0.04% | 399 |
|
|
2025
Q1 | $308K | Buy |
2,796
+2
| +0.1% | +$220 | 0.06% | 333 |
|
|
2024
Q4 | $352K | Buy |
2,794
+2,229
| +395% | +$281K | 0.07% | 302 |
|
|
2024
Q3 | $77K | Sell |
565
-4,468
| -89% | -$609K | 0.04% | 316 |
|
|
2024
Q2 | $689K | Buy |
+5,033
| New | +$689K | 0.14% | 161 |
|
|
2023
Q4 | $784K | Sell |
4,986
-614
| -11% | -$96.5K | 0.19% | 125 |
|
|
2023
Q3 | $873K | Sell |
5,600
-144
| -3% | -$22.4K | 0.24% | 104 |
|
|
2023
Q2 | $1.03M | Buy |
5,744
+2,509
| +78% | +$450K | 0.29% | 84 |
|
|
2023
Q1 | $628K | Buy |
+3,235
| New | +$628K | 0.34% | 80 |
|
|
2022
Q1 | $371K | Buy |
1,729
+326
| +23% | +$70K | 0.19% | 132 |
|
|
2021
Q4 | $301K | Sell |
1,403
-161
| -10% | -$34.5K | 0.15% | 126 |
|
|
2021
Q3 | $285K | Buy |
1,564
+89
| +6% | +$16.2K | 0.12% | 178 |
|
|
2021
Q2 | $307K | Sell |
1,475
-76
| -5% | -$15.8K | 0.12% | 175 |
|
|
2021
Q1 | $264K | Sell |
1,551
-85
| -5% | -$14.5K | 0.15% | 136 |
|
|
2020
Q4 | $275K | Buy |
+1,636
| New | +$275K | 0.19% | 129 |
|