West Financial Advisors’s United Parcel Service UPS Stock Holding History

West Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.75K	Buy
2023 Q4	–	Sell
2023 Q3	$4.83K	Buy
2022 Q2	–	Sell
2022 Q1	$8K	Sell
2021 Q4	$43K	Hold
2021 Q3	$36K	Hold
2021 Q2	$42K	Hold
2021 Q1	$34K	Hold
2020 Q4	$34K	Buy