West Family Investments’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 |
-2,224
| Closed | -$280K | – | 312 |
|
|
2024
Q4 | $280K | Buy |
+2,224
| New | +$280K | 0.1% | 203 |
|
|
2024
Q3 | – | Sell |
-1,554
| Closed | -$213K | – | 305 |
|
|
2024
Q2 | $213K | Buy |
+1,554
| New | +$213K | 0.06% | 227 |
|
|
2024
Q1 | – | Sell |
-1,274
| Closed | -$200K | – | 273 |
|
|
2023
Q4 | $200K | Sell |
1,274
-22
| -2% | -$3.46K | 0.07% | 223 |
|
|
2023
Q3 | $202K | Buy |
+1,296
| New | +$202K | 0.07% | 212 |
|
|
2023
Q2 | – | Sell |
-1,854
| Closed | -$360K | – | 266 |
|
|
2023
Q1 | $360K | Buy |
1,854
+175
| +10% | +$33.9K | 0.14% | 110 |
|
|
2022
Q4 | $292K | Buy |
+1,679
| New | +$292K | 0.1% | 166 |
|
|
2022
Q3 | – | Sell |
-1,638
| Closed | -$299K | – | 263 |
|
|
2022
Q2 | $299K | Sell |
1,638
-422
| -20% | -$77K | 0.12% | 156 |
|
|
2022
Q1 | $442K | Buy |
2,060
+99
| +5% | +$21.2K | 0.13% | 134 |
|
|
2021
Q4 | $420K | Sell |
1,961
-280
| -12% | -$60K | 0.11% | 151 |
|
|
2021
Q3 | $408K | Buy |
2,241
+50
| +2% | +$9.1K | 0.11% | 168 |
|
|
2021
Q2 | $456K | Buy |
+2,191
| New | +$456K | 0.12% | 144 |
|