WBC
West Branch Capital’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
180
| – | – | 0.01% | 213 |
|
|
2025
Q1 | $19.8K | Sell |
180
-894
| -83% | -$98.3K | 0.01% | 224 |
|
|
2024
Q4 | $135K | Sell |
1,074
-6
| -0.6% | -$757 | 0.04% | 98 |
|
|
2024
Q3 | $147K | Sell |
1,080
-20
| -2% | -$2.73K | 0.05% | 97 |
|
|
2024
Q2 | $150K | Buy |
1,100
+191
| +21% | +$26.1K | 0.06% | 95 |
|
|
2024
Q1 | $135K | Sell |
909
-260
| -22% | -$38.6K | 0.05% | 103 |
|
|
2023
Q4 | $184K | Hold |
1,169
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $182K | Sell |
1,169
-8
| -0.7% | -$1.25K | 0.1% | 80 |
|
|
2023
Q2 | $211K | Buy |
1,177
+8
| +0.7% | +$1.43K | 0.11% | 77 |
|
|
2023
Q1 | $227K | Buy |
1,169
+2
| +0.2% | +$388 | 0.13% | 73 |
|
|
2022
Q4 | $203K | Sell |
1,167
-49
| -4% | -$8.52K | 0.13% | 75 |
|
|
2022
Q3 | $196K | Buy |
1,216
+65
| +6% | +$10.5K | 0.12% | 77 |
|
|
2022
Q2 | $210K | Buy |
1,151
+6
| +0.5% | +$1.1K | 0.12% | 76 |
|
|
2022
Q1 | $245K | Buy |
1,145
+6
| +0.5% | +$1.28K | 0.12% | 76 |
|
|
2021
Q4 | $244K | Sell |
1,139
-164
| -13% | -$35.1K | 0.1% | 79 |
|
|
2021
Q3 | $237K | Sell |
1,303
-274
| -17% | -$49.8K | 0.11% | 76 |
|
|
2021
Q2 | $328K | Buy |
1,577
+329
| +26% | +$68.4K | 0.16% | 69 |
|
|
2021
Q1 | $212K | Sell |
1,248
-11
| -0.9% | -$1.87K | 0.12% | 85 |
|
|
2020
Q4 | $212K | Sell |
1,259
-324
| -20% | -$54.6K | 0.13% | 84 |
|
|
2020
Q3 | $264K | Buy |
+1,583
| New | +$264K | 0.17% | 70 |
|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$252K | – | 87 |
|
|
2020
Q1 | $252K | Sell |
2,700
-194
| -7% | -$18.1K | 0.24% | 63 |
|
|
2019
Q4 | $339K | Sell |
2,894
-931
| -24% | -$109K | 0.24% | 71 |
|
|
2019
Q3 | $458K | Sell |
3,825
-1,060
| -22% | -$127K | 0.34% | 58 |
|
|
2019
Q2 | $504K | Sell |
4,885
-357
| -7% | -$36.8K | 0.42% | 56 |
|
|
2019
Q1 | $586K | Sell |
5,242
-164
| -3% | -$18.3K | 0.52% | 46 |
|
|
2018
Q4 | $527K | Sell |
5,406
-3,207
| -37% | -$313K | 0.56% | 45 |
|
|
2018
Q3 | $1.01M | Sell |
8,613
-140
| -2% | -$16.4K | 0.75% | 41 |
|
|
2018
Q2 | $930K | Buy |
+8,753
| New | +$930K | 0.73% | 45 |
|