Venture Visionary Partners’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 | $4.89M | Buy |
48,449
+23,935
| +98% | +$2.42M | 0.18% | 122 |
|
|
2025
Q1 | $2.7M | Buy |
24,514
+11,189
| +84% | +$1.23M | 0.11% | 164 |
|
|
2024
Q4 | $1.68M | Sell |
13,325
-9,778
| -42% | -$1.23M | 0.07% | 213 |
|
|
2024
Q3 | $3.15M | Sell |
23,103
-1,084
| -4% | -$148K | 0.14% | 147 |
|
|
2024
Q2 | $3.31M | Sell |
24,187
-16,679
| -41% | -$2.28M | 0.15% | 141 |
|
|
2024
Q1 | $6.07M | Sell |
40,866
-6,181
| -13% | -$919K | 0.29% | 89 |
|
|
2023
Q4 | $7.4M | Buy |
47,047
+10,571
| +29% | +$1.66M | 0.39% | 70 |
|
|
2023
Q3 | $5.69M | Buy |
36,476
+3,469
| +11% | +$541K | 0.34% | 81 |
|
|
2023
Q2 | $5.92M | Buy |
33,007
+3,546
| +12% | +$636K | 0.35% | 80 |
|
|
2023
Q1 | $5.72M | Buy |
29,461
+5,662
| +24% | +$1.1M | 0.36% | 77 |
|
|
2022
Q4 | $4.14M | Buy |
23,799
+3,346
| +16% | +$582K | 0.3% | 85 |
|
|
2022
Q3 | $3.3M | Buy |
20,453
+2,008
| +11% | +$324K | 0.27% | 89 |
|
|
2022
Q2 | $3.37M | Buy |
18,445
+3,017
| +20% | +$551K | 0.26% | 87 |
|
|
2022
Q1 | $3.31M | Buy |
15,428
+1,855
| +14% | +$398K | 0.22% | 98 |
|
|
2021
Q4 | $2.94M | Buy |
13,573
+863
| +7% | +$187K | 0.19% | 108 |
|
|
2021
Q3 | $2.33M | Buy |
12,710
+720
| +6% | +$132K | 0.17% | 122 |
|
|
2021
Q2 | $2.5M | Buy |
11,990
+3,728
| +45% | +$778K | 0.2% | 109 |
|
|
2021
Q1 | $1.4M | Buy |
8,262
+2,119
| +34% | +$360K | 0.12% | 157 |
|
|
2020
Q4 | $1.03M | Buy |
6,143
+4,392
| +251% | +$739K | 0.11% | 146 |
|
|
2020
Q3 | $291K | Buy |
+1,751
| New | +$291K | 0.07% | 154 |
|
|
2020
Q2 | – | Sell |
-7,588
| Closed | -$708K | – | 189 |
|
|
2020
Q1 | $708K | Buy |
7,588
+309
| +4% | +$28.8K | 0.27% | 61 |
|
|
2019
Q4 | $852K | Buy |
+7,279
| New | +$852K | 0.26% | 60 |
|