WFA
WestHill Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
4,460
+3
| +0.1% | +$303 | 0.1% | 46 |
|
|
2025
Q1 | $490K | Buy |
4,457
+2
| +0% | +$220 | 0.11% | 40 |
|
|
2024
Q4 | $562K | Buy |
4,455
+2
| +0% | +$252 | 0.13% | 38 |
|
|
2024
Q3 | $607K | Buy |
4,453
+2
| +0% | +$273 | 0.14% | 38 |
|
|
2024
Q2 | $609K | Buy |
4,451
+1
| +0% | +$137 | 0.15% | 33 |
|
|
2024
Q1 | $661K | Buy |
4,450
+2
| +0% | +$297 | 0.16% | 30 |
|
|
2023
Q4 | $699K | Buy |
4,448
+1
| +0% | +$157 | 0.19% | 29 |
|
|
2023
Q3 | $693K | Buy |
4,447
+2
| +0% | +$312 | 0.2% | 28 |
|
|
2023
Q2 | $797K | Buy |
4,445
+1
| +0% | +$179 | 0.23% | 27 |
|
|
2023
Q1 | $862K | Sell |
4,444
-99
| -2% | -$19.2K | 0.26% | 27 |
|
|
2022
Q4 | $790K | Buy |
4,543
+2
| +0% | +$348 | 0.25% | 27 |
|
|
2022
Q3 | $734K | Buy |
4,541
+1
| +0% | +$162 | 0.25% | 27 |
|
|
2022
Q2 | $829K | Buy |
4,540
+1
| +0% | +$183 | 0.27% | 27 |
|
|
2022
Q1 | $973K | Buy |
4,539
+1
| +0% | +$214 | 0.28% | 27 |
|
|
2021
Q4 | $973K | Buy |
4,538
+1
| +0% | +$214 | 0.28% | 27 |
|
|
2021
Q3 | $826K | Buy |
+4,537
| New | +$826K | 0.26% | 26 |
|
|
2021
Q1 | $740K | Buy |
4,351
+1
| +0% | +$170 | 0.26% | 25 |
|
|
2020
Q4 | $733K | Buy |
+4,350
| New | +$733K | 0.29% | 24 |
|