Westside Investment Management’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 | $97.3K | Buy |
960
+124
| +15% | +$12.6K | 0.02% | 350 |
|
|
2025
Q1 | $92K | Hold |
836
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $105K | Hold |
836
| – | – | 0.02% | 306 |
|
|
2024
Q3 | $114K | Sell |
836
-20
| -2% | -$2.73K | 0.02% | 301 |
|
|
2024
Q2 | $117K | Hold |
856
| – | – | 0.03% | 287 |
|
|
2024
Q1 | $127K | Sell |
856
-61
| -7% | -$9.07K | 0.03% | 270 |
|
|
2023
Q4 | $144K | Sell |
917
-29
| -3% | -$4.56K | 0.04% | 242 |
|
|
2023
Q3 | $147K | Hold |
946
| – | – | 0.04% | 230 |
|
|
2023
Q2 | $170K | Hold |
946
| – | – | 0.05% | 220 |
|
|
2023
Q1 | $184K | Hold |
946
| – | – | 0.05% | 217 |
|
|
2022
Q4 | $164 | Buy |
946
+700
| +285% | +$121 | ﹤0.01% | 331 |
|
|
2022
Q3 | $39 | Hold |
246
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $44 | Sell |
246
-5
| -2% | -$1 | ﹤0.01% | 416 |
|
|
2022
Q1 | $53 | Hold |
251
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $53 | Hold |
251
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $45 | Buy |
251
+20
| +9% | +$4 | ﹤0.01% | 400 |
|
|
2021
Q2 | $48 | Buy |
231
+48
| +26% | +$10 | ﹤0.01% | 390 |
|
|
2021
Q1 | $31 | Hold |
183
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $30 | Buy |
183
+34
| +23% | +$6 | ﹤0.01% | 387 |
|
|
2020
Q3 | $24 | Hold |
149
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $16 | Sell |
149
-1,200
| -89% | -$129 | ﹤0.01% | 434 |
|
|
2020
Q1 | $126 | Buy |
+1,349
| New | +$126 | ﹤0.01% | 265 |
|
|
2019
Q2 | $130 | Buy |
+1,259
| New | +$130 | ﹤0.01% | 225 |
|
|
2018
Q4 | $123K | Buy |
1,259
+600
| +91% | +$58.5K | 0.05% | 194 |
|
|
2018
Q3 | $77.4K | Hold |
659
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $69.8K | Buy |
659
+31
| +5% | +$3.28K | 0.02% | 264 |
|
|
2018
Q1 | $65.2K | Hold |
628
| – | – | 0.04% | 255 |
|
|
2017
Q4 | $81.1K | Buy |
628
+36
| +6% | +$4.65K | 0.04% | 236 |
|
|
2017
Q3 | $69.4K | Hold |
592
| – | – | 0.04% | 244 |
|
|
2017
Q2 | $65.2K | Sell |
592
-137
| -19% | -$15.1K | 0.04% | 238 |
|
|
2017
Q1 | $77.8K | Buy |
729
+521
| +250% | +$55.6K | 0.04% | 217 |
|
|
2016
Q4 | $23.7K | Buy |
+208
| New | +$23.7K | 0.02% | 258 |
|