Westshore Wealth’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 | $9.21M | Hold |
91,270
| – | – | 3.53% | 6 |
|
|
2025
Q1 | $10M | Buy |
91,270
+1
| +0% | +$110 | 4.25% | 6 |
|
|
2024
Q4 | $11.5M | Hold |
91,269
| – | – | 4.66% | 6 |
|
|
2024
Q3 | $12.4M | Sell |
91,269
-73,755
| -45% | -$10.1M | 5.09% | 6 |
|
|
2024
Q2 | $22.6M | Hold |
165,024
| – | – | 9.38% | 2 |
|
|
2024
Q1 | $24.5M | Hold |
165,024
| – | – | 10.2% | 2 |
|
|
2023
Q4 | $25.9M | Buy |
165,024
+1
| +0% | +$157 | 11.97% | 2 |
|
|
2023
Q3 | $25.7M | Hold |
165,023
| – | – | 14.29% | 2 |
|
|
2023
Q2 | $29.6M | Sell |
165,023
-8,662
| -5% | -$1.55M | 15.09% | 2 |
|
|
2023
Q1 | $33.7M | Sell |
173,685
-823
| -0.5% | -$160K | 17.7% | 2 |
|
|
2022
Q4 | $30.3M | Sell |
174,508
-2,724
| -2% | -$474K | 17.28% | 2 |
|
|
2022
Q3 | $28.6M | Buy |
177,232
+12,250
| +7% | +$1.98M | 19.71% | 2 |
|
|
2022
Q2 | $30.1M | Hold |
164,982
| – | – | 19.63% | 2 |
|
|
2022
Q1 | $35.4M | Buy |
164,982
+27
| +0% | +$5.79K | 23.77% | 1 |
|
|
2021
Q4 | $35.4M | Buy |
164,955
+168
| +0.1% | +$36K | 24.23% | 1 |
|
|
2021
Q3 | $30M | Sell |
164,787
-1,369
| -0.8% | -$249K | 24.23% | 1 |
|
|
2021
Q2 | $34.6M | Hold |
166,156
| – | – | 17.77% | 1 |
|
|
2021
Q1 | $28.2M | Buy |
+166,156
| New | +$28.2M | 16.12% | 1 |
|
|
2019
Q4 | $19.3M | Buy |
+164,786
| New | +$19.3M | 21.23% | 1 |
|