Vertex Planning Partners’s United Parcel Service UPS Stock Holding History

Vertex Planning Partners’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$234K	Sell
2024 Q3	$271K	Sell
2024 Q2	$294K	Sell
2024 Q1	$350K	Sell
2023 Q4	$373K	Sell
2023 Q3	$387K	Buy