GSB 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 | $424K | Sell |
4,198
-1,040
| -20% | -$105K | 0.1% | 154 |
|
|
2025
Q1 | $576K | Sell |
5,238
-4,914
| -48% | -$540K | 0.15% | 128 |
|
|
2024
Q4 | $1.28M | Sell |
10,152
-2,113
| -17% | -$266K | 0.33% | 91 |
|
|
2024
Q3 | $1.67M | Sell |
12,265
-9,118
| -43% | -$1.24M | 0.43% | 76 |
|
|
2024
Q2 | $2.93M | Buy |
21,383
+295
| +1% | +$40.4K | 0.8% | 34 |
|
|
2024
Q1 | $3.13M | Sell |
21,088
-561
| -3% | -$83.4K | 0.88% | 30 |
|
|
2023
Q4 | $3.4M | Sell |
21,649
-1,438
| -6% | -$226K | 1.05% | 21 |
|
|
2023
Q3 | $3.6M | Buy |
23,087
+482
| +2% | +$75.1K | 1.2% | 13 |
|
|
2023
Q2 | $4.05M | Buy |
22,605
+86
| +0.4% | +$15.4K | 1.32% | 12 |
|
|
2023
Q1 | $4.37M | Sell |
22,519
-96
| -0.4% | -$18.6K | 1.43% | 11 |
|
|
2022
Q4 | $3.93M | Sell |
22,615
-2,046
| -8% | -$356K | 1.4% | 14 |
|
|
2022
Q3 | $3.98M | Sell |
24,661
-195
| -0.8% | -$31.5K | 1.44% | 10 |
|
|
2022
Q2 | $4.54M | Buy |
24,856
+9,423
| +61% | +$1.72M | 1.55% | 7 |
|
|
2022
Q1 | $3.31M | Buy |
15,433
+1,917
| +14% | +$411K | 0.97% | 27 |
|
|
2021
Q4 | $2.9M | Buy |
+13,516
| New | +$2.9M | 0.83% | 32 |
|
|
2021
Q3 | – | Sell |
-13,454
| Closed | -$2.8M | – | 215 |
|
|
2021
Q2 | $2.8M | Sell |
13,454
-117
| -0.9% | -$24.3K | 0.87% | 30 |
|
|
2021
Q1 | $2.31M | Buy |
+13,571
| New | +$2.31M | 0.77% | 40 |
|