GFG
Goldstone Financial Group’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
10,848
+1,194
| +12% | +$124K | 0.15% | 89 |
|
2025
Q1 | $1.06M | Buy |
9,654
+1
| +0% | +$110 | 0.16% | 83 |
|
2024
Q4 | $1.22M | Buy |
9,653
+25
| +0.3% | +$3.15K | 0.19% | 79 |
|
2024
Q3 | $1.31M | Sell |
9,628
-1
| -0% | -$136 | 0.23% | 72 |
|
2024
Q2 | $1.32M | Buy |
9,629
+3,162
| +49% | +$433K | 0.26% | 66 |
|
2024
Q1 | $961K | Sell |
6,467
-42
| -0.6% | -$6.24K | 0.22% | 72 |
|
2023
Q4 | $1.02M | Buy |
6,509
+49
| +0.8% | +$7.7K | 0.26% | 69 |
|
2023
Q3 | $1.01M | Sell |
6,460
-175
| -3% | -$27.3K | 0.3% | 67 |
|
2023
Q2 | $1.19M | Sell |
6,635
-88
| -1% | -$15.8K | 0.35% | 55 |
|
2023
Q1 | $1.3M | Buy |
+6,723
| New | +$1.3M | 0.43% | 45 |
|