Guardian Wealth Advisors (North Carolina)’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
Q1 | – | Sell |
-2,261
| Closed | -$285K | – | 552 |
|
|
2024
Q4 | $285K | Buy |
2,261
+16
| +0.7% | +$2.02K | 0.02% | 257 |
|
|
2024
Q3 | $306K | Sell |
2,245
-329
| -13% | -$44.9K | 0.03% | 209 |
|
|
2024
Q2 | $352K | Sell |
2,574
-148
| -5% | -$20.3K | 0.04% | 187 |
|
|
2024
Q1 | $405K | Sell |
2,722
-107
| -4% | -$15.9K | 0.05% | 182 |
|
|
2023
Q4 | $445K | Sell |
2,829
-77
| -3% | -$12.1K | 0.07% | 147 |
|
|
2023
Q3 | $453K | Sell |
2,906
-281
| -9% | -$43.8K | 0.08% | 131 |
|
|
2023
Q2 | $571K | Buy |
3,187
+214
| +7% | +$38.4K | 0.1% | 108 |
|
|
2023
Q1 | $577K | Buy |
2,973
+464
| +18% | +$90K | 0.1% | 104 |
|
|
2022
Q4 | $436K | Sell |
2,509
-194
| -7% | -$33.7K | 0.08% | 122 |
|
|
2022
Q3 | $437K | Buy |
2,703
+102
| +4% | +$16.5K | 0.08% | 116 |
|
|
2022
Q2 | $475K | Buy |
2,601
+1,284
| +97% | +$234K | 0.09% | 111 |
|
|
2022
Q1 | $282K | Sell |
1,317
-118
| -8% | -$25.3K | 0.12% | 125 |
|
|
2021
Q4 | $308K | Buy |
+1,435
| New | +$308K | 0.13% | 117 |
|