West Branch Capital’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
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|
2025
Q1 | $19.8K | Sell |
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|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $135K | Sell |
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|
2023
Q4 | $184K | Hold |
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|
2023
Q3 | $182K | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $196K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $586K | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $930K | Buy |
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