Vertex Planning 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
Q1 | – | Sell |
-1,858
| Closed | -$234K | – | 193 |
|
|
2024
Q4 | $234K | Sell |
1,858
-129
| -6% | -$16.3K | 0.05% | 168 |
|
|
2024
Q3 | $271K | Sell |
1,987
-162
| -8% | -$22.1K | 0.06% | 135 |
|
|
2024
Q2 | $294K | Sell |
2,149
-206
| -9% | -$28.2K | 0.08% | 124 |
|
|
2024
Q1 | $350K | Sell |
2,355
-18
| -0.8% | -$2.68K | 0.1% | 114 |
|
|
2023
Q4 | $373K | Sell |
2,373
-113
| -5% | -$17.8K | 0.11% | 104 |
|
|
2023
Q3 | $387K | Buy |
+2,486
| New | +$387K | 0.13% | 82 |
|