PYA Waltman Capital’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 | $3.02M | Buy |
29,930
+4,975
| +20% | +$502K | 0.87% | 28 |
|
|
2025
Q1 | $2.74M | Buy |
24,955
+5,680
| +29% | +$625K | 0.86% | 28 |
|
|
2024
Q4 | $2.43M | Buy |
19,275
+819
| +4% | +$103K | 0.78% | 33 |
|
|
2024
Q3 | $2.52M | Buy |
18,456
+1,267
| +7% | +$173K | 0.82% | 31 |
|
|
2024
Q2 | $2.35M | Buy |
17,189
+1,179
| +7% | +$161K | 0.86% | 29 |
|
|
2024
Q1 | $2.38M | Buy |
16,010
+1,722
| +12% | +$256K | 0.88% | 30 |
|
|
2023
Q4 | $2.25M | Buy |
14,288
+989
| +7% | +$155K | 0.94% | 26 |
|
|
2023
Q3 | $2.07M | Buy |
13,299
+4,046
| +44% | +$631K | 0.88% | 23 |
|
|
2023
Q2 | $1.62M | Buy |
9,253
+2,343
| +34% | +$411K | 0.7% | 25 |
|
|
2023
Q1 | $1.34M | Buy |
6,910
+2,011
| +41% | +$390K | 0.67% | 22 |
|
|
2022
Q4 | $852K | Buy |
4,899
+826
| +20% | +$144K | 0.45% | 27 |
|
|
2022
Q3 | $658K | Buy |
4,073
+1,609
| +65% | +$260K | 0.39% | 25 |
|
|
2022
Q2 | $450K | Buy |
2,464
+891
| +57% | +$163K | 0.25% | 29 |
|
|
2022
Q1 | $337K | Hold |
1,573
| – | – | 0.17% | 33 |
|
|
2021
Q4 | $337K | Hold |
1,573
| – | – | 0.17% | 31 |
|
|
2021
Q3 | $286K | Hold |
1,573
| – | – | 0.16% | 32 |
|
|
2021
Q2 | $327K | Hold |
1,573
| – | – | 0.17% | 32 |
|
|
2021
Q1 | $267K | Hold |
1,573
| – | – | 0.15% | 33 |
|
|
2020
Q4 | $265K | Hold |
1,573
| – | – | 0.16% | 34 |
|
|
2020
Q3 | $262K | Buy |
+1,573
| New | +$262K | 0.18% | 33 |
|