Golden State Wealth Management’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 | $136K | Sell |
1,352
-224
| -14% | -$22.6K | 0.02% | 422 |
|
|
2025
Q1 | $173K | Buy |
1,576
+599
| +61% | +$65.9K | 0.03% | 355 |
|
|
2024
Q4 | $123K | Buy |
+977
| New | +$123K | 0.02% | 395 |
|
|
2022
Q1 | $264K | Sell |
1,233
-2,033
| -62% | -$435K | 0.05% | 258 |
|
|
2021
Q4 | $700K | Buy |
3,266
+1,894
| +138% | +$406K | 0.12% | 165 |
|
|
2021
Q3 | $250K | Sell |
1,372
-6
| -0.4% | -$1.09K | 0.05% | 259 |
|
|
2021
Q2 | $287K | Buy |
1,378
+62
| +5% | +$12.9K | 0.06% | 234 |
|
|
2021
Q1 | $223K | Sell |
1,316
-2,556
| -66% | -$433K | 0.07% | 186 |
|
|
2020
Q4 | $652K | Buy |
3,872
+2,537
| +190% | +$427K | 0.19% | 106 |
|
|
2020
Q3 | $222K | Sell |
1,335
-2,879
| -68% | -$479K | 0.07% | 181 |
|
|
2020
Q2 | $469K | Buy |
4,214
+2,701
| +179% | +$301K | 0.15% | 103 |
|
|
2020
Q1 | $141K | Buy |
+1,513
| New | +$141K | 0.06% | 203 |
|
|
2019
Q4 | – | Sell |
-1,475
| Closed | -$177K | – | 868 |
|
|
2019
Q3 | $177K | Sell |
1,475
-137
| -8% | -$16.4K | 0.06% | 221 |
|
|
2019
Q2 | $166K | Buy |
1,612
+100
| +7% | +$10.3K | 0.05% | 247 |
|
|
2019
Q1 | $169K | Buy |
+1,512
| New | +$169K | 0.06% | 245 |
|