Alta Capital 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
Q1 | – | Sell |
-2,246
| Closed | -$283K | – | 95 |
|
|
2024
Q4 | $283K | Sell |
2,246
-20,781
| -90% | -$2.62M | 0.02% | 85 |
|
|
2024
Q3 | $3.14M | Buy |
23,027
+1,339
| +6% | +$183K | 0.19% | 51 |
|
|
2024
Q2 | $2.97M | Buy |
21,688
+467
| +2% | +$63.9K | 0.19% | 51 |
|
|
2024
Q1 | $3.15M | Buy |
21,221
+5,743
| +37% | +$854K | 0.19% | 52 |
|
|
2023
Q4 | $2.43M | Buy |
15,478
+143
| +0.9% | +$22.5K | 0.16% | 56 |
|
|
2023
Q3 | $2.39M | Sell |
15,335
-324
| -2% | -$50.5K | 0.17% | 53 |
|
|
2023
Q2 | $2.81M | Sell |
15,659
-28
| -0.2% | -$5.02K | 0.19% | 50 |
|
|
2023
Q1 | $3.04M | Buy |
15,687
+815
| +5% | +$158K | 0.22% | 49 |
|
|
2022
Q4 | $2.59M | Buy |
14,872
+424
| +3% | +$73.7K | 0.2% | 52 |
|
|
2022
Q3 | $2.33M | Sell |
14,448
-2,858
| -17% | -$461K | 0.18% | 50 |
|
|
2022
Q2 | $3.16M | Buy |
17,306
+382
| +2% | +$69.7K | 0.23% | 44 |
|
|
2022
Q1 | $3.63M | Buy |
16,924
+642
| +4% | +$138K | 0.21% | 43 |
|
|
2021
Q4 | $3.49M | Buy |
16,282
+921
| +6% | +$197K | 0.18% | 44 |
|
|
2021
Q3 | $2.8M | Sell |
15,361
-13,458
| -47% | -$2.45M | 0.16% | 45 |
|
|
2021
Q2 | $5.99M | Buy |
28,819
+1,636
| +6% | +$340K | 0.17% | 44 |
|
|
2021
Q1 | $4.62M | Buy |
27,183
+13,698
| +102% | +$2.33M | 0.14% | 48 |
|
|
2020
Q4 | $2.27M | Sell |
13,485
-18,578
| -58% | -$3.13M | 0.13% | 51 |
|
|
2020
Q3 | $5.34M | Buy |
32,063
+293
| +0.9% | +$48.8K | 0.17% | 46 |
|
|
2020
Q2 | $3.53M | Buy |
31,770
+2,104
| +7% | +$234K | 0.12% | 51 |
|
|
2020
Q1 | $2.77M | Buy |
29,666
+13,672
| +85% | +$1.28M | 0.12% | 52 |
|
|
2019
Q4 | $1.87M | Sell |
15,994
-1,055
| -6% | -$123K | 0.12% | 55 |
|
|
2019
Q3 | $2.04M | Sell |
17,049
-2,377
| -12% | -$285K | 0.14% | 47 |
|
|
2019
Q2 | $2.01M | Buy |
19,426
+462
| +2% | +$47.7K | 0.11% | 51 |
|
|
2019
Q1 | $2.12M | Buy |
18,964
+2,555
| +16% | +$285K | 0.12% | 46 |
|
|
2018
Q4 | $1.6M | Buy |
16,409
+34
| +0.2% | +$3.32K | 0.1% | 50 |
|
|
2018
Q3 | $1.91M | Buy |
16,375
+487
| +3% | +$56.8K | 0.11% | 46 |
|
|
2018
Q2 | $1.69M | Buy |
15,888
+198
| +1% | +$21K | 0.1% | 46 |
|
|
2018
Q1 | $1.64M | Buy |
+15,690
| New | +$1.64M | 0.1% | 47 |
|
|
2017
Q4 | – | Sell |
-2,021
| Closed | -$242K | – | 86 |
|
|
2017
Q3 | $242K | Buy |
2,021
+120
| +6% | +$14.4K | 0.02% | 77 |
|
|
2017
Q2 | $210K | Hold |
1,901
| – | – | 0.01% | 82 |
|
|
2017
Q1 | $203K | Hold |
1,901
| – | – | 0.01% | 83 |
|
|
2016
Q4 | $217K | Hold |
1,901
| – | – | 0.02% | 86 |
|
|
2016
Q3 | $207K | Hold |
1,901
| – | – | 0.01% | 90 |
|
|
2016
Q2 | $204K | Sell |
1,901
-878
| -32% | -$94.2K | 0.01% | 92 |
|
|
2016
Q1 | $293K | Hold |
2,779
| – | – | 0.02% | 95 |
|
|
2015
Q4 | $267K | Sell |
2,779
-9
| -0.3% | -$865 | 0.02% | 97 |
|
|
2015
Q3 | $275K | Buy |
2,788
+9
| +0.3% | +$888 | 0.02% | 99 |
|
|
2015
Q2 | $269K | Buy |
+2,779
| New | +$269K | 0.02% | 102 |
|