WAS
Winch Advisory Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Buy |
332
+5
| +2% | +$505 | 0.01% | 187 |
|
|
2025
Q1 | $35.9K | Buy |
327
+5
| +2% | +$549 | 0.01% | 178 |
|
|
2024
Q4 | $40.6K | Buy |
322
+160
| +99% | +$20.2K | 0.01% | 171 |
|
|
2024
Q3 | $22.1K | Sell |
162
-8
| -5% | -$1.09K | 0.01% | 213 |
|
|
2024
Q2 | $23.3K | Buy |
170
+2
| +1% | +$274 | 0.01% | 199 |
|
|
2024
Q1 | $25K | Buy |
168
+1
| +0.6% | +$149 | 0.01% | 193 |
|
|
2023
Q4 | $26.2K | Buy |
167
+2
| +1% | +$314 | 0.01% | 188 |
|
|
2023
Q3 | $26K | Buy |
165
+1
| +0.6% | +$158 | 0.01% | 181 |
|
|
2023
Q2 | $29K | Sell |
164
-19
| -10% | -$3.36K | 0.01% | 171 |
|
|
2023
Q1 | $35K | Buy |
183
+2
| +1% | +$383 | 0.01% | 146 |
|
|
2022
Q4 | $31K | Buy |
181
+1
| +0.6% | +$171 | 0.01% | 154 |
|
|
2022
Q3 | $29K | Buy |
180
+2
| +1% | +$322 | 0.01% | 142 |
|
|
2022
Q2 | $33K | Buy |
178
+137
| +334% | +$25.4K | 0.01% | 142 |
|
|
2022
Q1 | $9K | Hold |
41
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $9K | Hold |
41
| – | – | ﹤0.01% | 277 |
|
|
2021
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 299 |
|
|
2021
Q2 | $9K | Hold |
41
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $7K | Hold |
41
| – | – | ﹤0.01% | 281 |
|
|
2020
Q4 | $7K | Buy |
41
+21
| +105% | +$3.59K | ﹤0.01% | 267 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 298 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$2K | – | 432 |
|
|
2019
Q2 | $2K | Sell |
22
-3
| -12% | -$273 | ﹤0.01% | 384 |
|
|
2019
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 302 |
|