Western Wealth Management’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
Q2 | $1.07M | Buy |
10,601
+1,786
| +20% | +$180K | 0.06% | 256 |
|
|
2025
Q1 | $970K | Sell |
8,815
-357
| -4% | -$39.3K | 0.06% | 259 |
|
|
2024
Q4 | $1.16M | Buy |
9,172
+379
| +4% | +$47.8K | 0.08% | 221 |
|
|
2024
Q3 | $1.2M | Buy |
8,793
+425
| +5% | +$57.9K | 0.07% | 282 |
|
|
2024
Q2 | $1.15M | Buy |
8,368
+471
| +6% | +$64.5K | 0.08% | 206 |
|
|
2024
Q1 | $1.17M | Buy |
7,897
+951
| +14% | +$141K | 0.09% | 205 |
|
|
2023
Q4 | $1.09M | Sell |
6,946
-5
| -0.1% | -$786 | 0.08% | 259 |
|
|
2023
Q3 | $1.08M | Buy |
6,951
+296
| +4% | +$46.1K | 0.09% | 227 |
|
|
2023
Q2 | $1.19M | Sell |
6,655
-181
| -3% | -$32.4K | 0.1% | 208 |
|
|
2023
Q1 | $1.33M | Buy |
6,836
+20
| +0.3% | +$3.88K | 0.12% | 181 |
|
|
2022
Q4 | $1.19M | Sell |
6,816
-960
| -12% | -$167K | 0.12% | 188 |
|
|
2022
Q3 | $1.25M | Buy |
7,776
+1,616
| +26% | +$261K | 0.07% | 261 |
|
|
2022
Q2 | $1.13M | Sell |
6,160
-8,364
| -58% | -$1.53M | 0.06% | 281 |
|
|
2022
Q1 | $3.12M | Buy |
14,524
+11,305
| +351% | +$2.42M | 0.15% | 144 |
|
|
2021
Q4 | $696K | Buy |
+3,219
| New | +$696K | 0.07% | 265 |
|
|
2021
Q2 | $495K | Buy |
2,390
+2
| +0.1% | +$414 | 0.05% | 361 |
|
|
2021
Q1 | $406K | Sell |
2,388
-30
| -1% | -$5.1K | 0.05% | 330 |
|
|
2020
Q4 | $407K | Sell |
2,418
-307
| -11% | -$51.7K | 0.06% | 294 |
|
|
2020
Q3 | $455K | Sell |
2,725
-399
| -13% | -$66.6K | 0.07% | 255 |
|
|
2020
Q2 | $348K | Sell |
3,124
-670
| -18% | -$74.6K | 0.06% | 285 |
|
|
2020
Q1 | $351K | Buy |
3,794
+1,770
| +87% | +$164K | 0.08% | 241 |
|
|
2019
Q4 | $237K | Buy |
2,024
+130
| +7% | +$15.2K | 0.04% | 357 |
|
|
2019
Q3 | $229K | Sell |
1,894
-128
| -6% | -$15.5K | 0.05% | 351 |
|
|
2019
Q2 | $208K | Buy |
2,022
+101
| +5% | +$10.4K | 0.03% | 383 |
|
|
2019
Q1 | $215K | Sell |
1,921
-202
| -10% | -$22.6K | 0.05% | 352 |
|
|
2018
Q4 | $207K | Buy |
+2,123
| New | +$207K | 0.06% | 323 |
|