GWM
Guardian Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-205
| Closed | -$22.6K | – | 199 |
|
|
2025
Q1 | $22.6K | Buy |
205
+2
| +1% | +$221 | 0.02% | 131 |
|
|
2024
Q4 | $25.6K | Buy |
203
+3
| +2% | +$378 | 0.02% | 138 |
|
|
2024
Q3 | $27.3K | Buy |
200
+2
| +1% | +$273 | 0.02% | 134 |
|
|
2024
Q2 | $27.1K | Buy |
198
+3
| +2% | +$410 | 0.02% | 130 |
|
|
2024
Q1 | $29K | Buy |
195
+2
| +1% | +$298 | 0.02% | 126 |
|
|
2023
Q4 | $30.4K | Buy |
193
+2
| +1% | +$315 | 0.03% | 123 |
|
|
2023
Q3 | $29.8K | Buy |
191
+2
| +1% | +$312 | 0.03% | 120 |
|
|
2023
Q2 | $34K | Buy |
189
+1
| +0.5% | +$180 | 0.03% | 117 |
|
|
2023
Q1 | $36.4K | Buy |
188
+2
| +1% | +$387 | 0.04% | 118 |
|
|
2022
Q4 | $32.3K | Buy |
186
+2
| +1% | +$348 | 0.03% | 131 |
|
|
2022
Q3 | $30K | Buy |
184
+1
| +0.5% | +$163 | 0.03% | 126 |
|
|
2022
Q2 | $33K | Sell |
183
-524
| -74% | -$94.5K | 0.04% | 125 |
|
|
2022
Q1 | $152K | Buy |
707
+527
| +293% | +$113K | 0.15% | 83 |
|
|
2021
Q4 | $39K | Buy |
+180
| New | +$39K | 0.04% | 129 |
|