Golden State Wealth Management’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
Q2 | $136K | Sell |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $123K | Buy |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $652K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $177K | Sell |
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|
2019
Q2 | $166K | Buy |
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|
2019
Q1 | $169K | Buy |
|