GFG
UPS icon

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