Westside Investment Management’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 | $97.3K | Buy |
|
|||||
|
2025
Q1 | $92K | Hold |
|
|||||
|
2024
Q4 | $105K | Hold |
|
|||||
|
2024
Q3 | $114K | Sell |
|
|||||
|
2024
Q2 | $117K | Hold |
|
|||||
|
2024
Q1 | $127K | Sell |
|
|||||
|
2023
Q4 | $144K | Sell |
|
|||||
|
2023
Q3 | $147K | Hold |
|
|||||
|
2023
Q2 | $170K | Hold |
|
|||||
|
2023
Q1 | $184K | Hold |
|
|||||
|
2022
Q4 | $164 | Buy |
|
|||||
|
2022
Q3 | $39 | Hold |
|
|||||
|
2022
Q2 | $44 | Sell |
|
|||||
|
2022
Q1 | $53 | Hold |
|
|||||
|
2021
Q4 | $53 | Hold |
|
|||||
|
2021
Q3 | $45 | Buy |
|
|||||
|
2021
Q2 | $48 | Buy |
|
|||||
|
2021
Q1 | $31 | Hold |
|
|||||
|
2020
Q4 | $30 | Buy |
|
|||||
|
2020
Q3 | $24 | Hold |
|
|||||
|
2020
Q2 | $16 | Sell |
|
|||||
|
2020
Q1 | $126 | Buy |
|
|||||
|
2019
Q2 | $130 | Buy |
|
|||||
|
2018
Q4 | $123K | Buy |
|
|||||
|
2018
Q3 | $77.4K | Hold |
|
|||||
|
2018
Q2 | $69.8K | Buy |
|
|||||
|
2018
Q1 | $65.2K | Hold |
|
|||||
|
2017
Q4 | $81.1K | Buy |
|
|||||
|
2017
Q3 | $69.4K | Hold |
|
|||||
|
2017
Q2 | $65.2K | Sell |
|
|||||
|
2017
Q1 | $77.8K | Buy |
|
|||||
|
2016
Q4 | $23.7K | Buy |
|