Westover Capital Advisors’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 | – | Sell |
-5,255
| Closed | -$578K | – | 243 |
|
|
2025
Q1 | $578K | Sell |
5,255
-161
| -3% | -$17.7K | 0.13% | 132 |
|
|
2024
Q4 | $683K | Sell |
5,416
-1,748
| -24% | -$220K | 0.15% | 119 |
|
|
2024
Q3 | $977K | Sell |
7,164
-300
| -4% | -$40.9K | 0.19% | 100 |
|
|
2024
Q2 | $1.02M | Sell |
7,464
-424
| -5% | -$58K | 0.26% | 90 |
|
|
2024
Q1 | $1.17M | Sell |
7,888
-15,223
| -66% | -$2.26M | 0.34% | 73 |
|
|
2023
Q4 | $3.63M | Sell |
23,111
-162
| -0.7% | -$25.5K | 1.18% | 23 |
|
|
2023
Q3 | $3.63M | Sell |
23,273
-952
| -4% | -$148K | 1.31% | 23 |
|
|
2023
Q2 | $4.34M | Sell |
24,225
-1,079
| -4% | -$193K | 1.51% | 16 |
|
|
2023
Q1 | $4.91M | Sell |
25,304
-109
| -0.4% | -$21.1K | 1.82% | 13 |
|
|
2022
Q4 | $4.42M | Buy |
25,413
+102
| +0.4% | +$17.7K | 1.75% | 14 |
|
|
2022
Q3 | $4.09M | Sell |
25,311
-679
| -3% | -$110K | 1.56% | 14 |
|
|
2022
Q2 | $4.74M | Sell |
25,990
-1,505
| -5% | -$275K | 1.75% | 12 |
|
|
2022
Q1 | $5.9M | Sell |
27,495
-870
| -3% | -$187K | 1.84% | 13 |
|
|
2021
Q4 | $6.08M | Sell |
28,365
-3,050
| -10% | -$654K | 1.77% | 15 |
|
|
2021
Q3 | $5.72M | Sell |
31,415
-681
| -2% | -$124K | 1.79% | 15 |
|
|
2021
Q2 | $6.68M | Sell |
32,096
-1,139
| -3% | -$237K | 2.14% | 10 |
|
|
2021
Q1 | $5.65M | Sell |
33,235
-981
| -3% | -$167K | 1.94% | 13 |
|
|
2020
Q4 | $5.76M | Sell |
34,216
-76
| -0.2% | -$12.8K | 2.08% | 11 |
|
|
2020
Q3 | $5.71M | Buy |
34,292
+373
| +1% | +$62.2K | 2.35% | 9 |
|
|
2020
Q2 | $3.77M | Buy |
33,919
+17,581
| +108% | +$1.95M | 1.77% | 17 |
|
|
2020
Q1 | $1.53M | Buy |
16,338
+14,020
| +605% | +$1.31M | 0.83% | 40 |
|
|
2019
Q4 | $271K | Buy |
2,318
+264
| +13% | +$30.9K | 0.12% | 115 |
|
|
2019
Q3 | $246K | Hold |
2,054
| – | – | 0.12% | 122 |
|
|
2019
Q2 | $212K | Hold |
2,054
| – | – | 0.1% | 128 |
|
|
2019
Q1 | $230K | Buy |
+2,054
| New | +$230K | 0.12% | 121 |
|