Guardian Investment 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 | – | Sell |
-2,300
| Closed | -$255K | – | 57 |
|
|
2025
Q1 | $255K | Sell |
2,300
-1,500
| -39% | -$166K | 0.21% | 57 |
|
|
2024
Q4 | $479K | Sell |
3,800
-275
| -7% | -$34.7K | 0.34% | 48 |
|
|
2024
Q3 | $556K | Hold |
4,075
| – | – | 0.48% | 47 |
|
|
2024
Q2 | $558K | Buy |
+4,075
| New | +$558K | 0.4% | 48 |
|
|
2023
Q3 | – | Sell |
-5,005
| Closed | -$897K | – | 55 |
|
|
2023
Q2 | $897K | Buy |
+5,005
| New | +$897K | 0.76% | 38 |
|