West Paces Advisors’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 | – | Sell |
-328
| Closed | -$36.1K | – | 537 |
|
|
2025
Q1 | $36.1K | Sell |
328
-1,467
| -82% | -$175K | 0.01% | 257 |
|
|
2024
Q4 | $226K | Sell |
1,795
-210
| -10% | -$27.6K | 0.06% | 124 |
|
|
2024
Q3 | $273K | Sell |
2,005
-852
| -30% | -$112K | 0.07% | 113 |
|
|
2024
Q2 | $391K | Sell |
2,857
-214
| -7% | -$30.6K | 0.1% | 95 |
|
|
2024
Q1 | $456K | Sell |
3,071
-338
| -10% | -$51.4K | 0.12% | 84 |
|
|
2023
Q4 | $536K | Sell |
3,409
-947
| -22% | -$143K | 0.15% | 70 |
|
|
2023
Q3 | $679K | Sell |
4,356
-30
| -0.7% | -$5.18K | 0.21% | 57 |
|
|
2023
Q2 | $786K | Sell |
4,386
-285
| -6% | -$50.6K | 0.23% | 53 |
|
|
2023
Q1 | $906K | Buy |
4,671
+46
| +1% | +$8.44K | 0.28% | 48 |
|
|
2022
Q4 | $804K | Buy |
4,625
+139
| +3% | +$24.1K | 0.26% | 54 |
|
|
2022
Q3 | $725K | Buy |
4,486
+335
| +8% | +$63.4K | 0.26% | 54 |
|
|
2022
Q2 | $758K | Buy |
4,151
+194
| +5% | +$35.4K | 0.26% | 55 |
|
|
2022
Q1 | $849K | Buy |
3,957
+1,225
| +45% | +$260K | 0.26% | 58 |
|
|
2021
Q4 | $586K | Buy |
2,732
+398
| +17% | +$81K | 0.18% | 77 |
|
|
2021
Q3 | $425K | Buy |
2,334
+572
| +32% | +$113K | 0.15% | 86 |
|
|
2021
Q2 | $366K | Buy |
1,762
+655
| +59% | +$131K | 0.13% | 88 |
|
|
2021
Q1 | $188K | Buy |
1,107
+722
| +188% | +$117K | 0.08% | 109 |
|
|
2020
Q4 | $64.8K | Hold |
385
| – | – | 0.03% | 165 |
|
|
2020
Q3 | $64.2K | Sell |
385
-56
| -13% | -$8.15K | 0.03% | 159 |
|
|
2020
Q2 | $49K | Sell |
441
-36
| -8% | -$3.59K | 0.03% | 175 |
|
|
2020
Q1 | $44.6K | Sell |
477
-144
| -23% | -$14.9K | 0.03% | 176 |
|
|
2019
Q4 | $72.7K | Buy |
621
+154
| +33% | +$18.2K | 0.04% | 166 |
|
|
2019
Q3 | $56K | Hold |
467
| – | – | 0.03% | 174 |
|
|
2019
Q2 | $48.2K | Hold |
467
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $52.2K | Hold |
467
| – | – | 0.04% | 173 |
|
|
2018
Q4 | $45.5K | Hold |
467
| – | – | 0.04% | 179 |
|
|
2018
Q3 | $54.5K | Hold |
467
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $49.6K | Buy |
467
+14
| +3% | +$1.57K | 0.04% | 175 |
|
|
2018
Q1 | $47.4K | Hold |
453
| – | – | 0.04% | 173 |
|
|
2017
Q4 | $54K | Hold |
453
| – | – | 0.04% | 174 |
|
|
2017
Q3 | $54.4K | Hold |
453
| – | – | 0.04% | 170 |
|
|
2017
Q2 | $50.1K | Hold |
453
| – | – | 0.04% | 174 |
|
|
2017
Q1 | $48.6K | Hold |
453
| – | – | 0.04% | 173 |
|
|
2016
Q4 | $51.9K | Buy |
+453
| New | +$51K | 0.05% | 181 |
|
Other funds holding UPS
