Westshore Wealth’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
Q3 | $7.61M | Sell |
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|
2025
Q2 | $9.21M | Hold |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $11.5M | Hold |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $22.6M | Hold |
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|
2024
Q1 | $24.5M | Hold |
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|
2023
Q4 | $25.9M | Buy |
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|
2023
Q3 | $25.7M | Hold |
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|
2023
Q2 | $29.6M | Sell |
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|
2023
Q1 | $33.7M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $28.6M | Buy |
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|
2022
Q2 | $30.1M | Hold |
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|
2022
Q1 | $35.4M | Buy |
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|
2021
Q4 | $35.4M | Buy |
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|
2021
Q3 | $30M | Sell |
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|
2021
Q2 | $34.6M | Hold |
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|
2021
Q1 | $28.2M | Buy |
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|
2019
Q4 | $19.3M | Buy |
|