Westover Capital 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 |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.63M | Sell |
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|
2023
Q2 | $4.34M | Sell |
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|
2023
Q1 | $4.91M | Sell |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $4.09M | Sell |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $5.9M | Sell |
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|
2021
Q4 | $6.08M | Sell |
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|
2021
Q3 | $5.72M | Sell |
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|
2021
Q2 | $6.67M | Sell |
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|
2021
Q1 | $5.65M | Sell |
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|
2020
Q4 | $5.76M | Sell |
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|
2020
Q3 | $5.71M | Buy |
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|
2020
Q2 | $3.77M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $230K | Buy |
|