First Western Trust Bank’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 |
-1,804
| Closed | -$227K | – | 199 |
|
|
2024
Q4 | $227K | Sell |
1,804
-117
| -6% | -$14.8K | 0.01% | 179 |
|
|
2024
Q3 | $262K | Sell |
1,921
-1,862
| -49% | -$254K | 0.01% | 175 |
|
|
2024
Q2 | $518K | Sell |
3,783
-101
| -3% | -$13.8K | 0.02% | 115 |
|
|
2024
Q1 | $577K | Buy |
3,884
+13
| +0.3% | +$1.93K | 0.03% | 117 |
|
|
2023
Q4 | $609K | Buy |
3,871
+1,855
| +92% | +$292K | 0.03% | 113 |
|
|
2023
Q3 | $314K | Hold |
2,016
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $361K | Sell |
2,016
-17
| -0.8% | -$3.05K | 0.02% | 144 |
|
|
2023
Q1 | $394K | Hold |
2,033
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $353K | Sell |
2,033
-173
| -8% | -$30.1K | 0.02% | 135 |
|
|
2022
Q3 | $356K | Sell |
2,206
-40
| -2% | -$6.46K | 0.02% | 121 |
|
|
2022
Q2 | $407K | Sell |
2,246
-94
| -4% | -$17K | 0.03% | 120 |
|
|
2022
Q1 | $515K | Buy |
+2,340
| New | +$515K | 0.03% | 120 |
|