Vest Financial’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 | $1.19M | Buy |
11,745
+3,309
| +39% | +$334K | 0.02% | 323 |
|
|
2025
Q1 | $928K | Buy |
8,436
+3,574
| +74% | +$393K | 0.01% | 321 |
|
|
2024
Q4 | $613K | Buy |
4,862
+997
| +26% | +$126K | 0.01% | 253 |
|
|
2024
Q3 | $527K | Buy |
+3,865
| New | +$527K | 0.01% | 251 |
|
|
2024
Q2 | – | Sell |
-1,746
| Closed | -$259K | – | 263 |
|
|
2024
Q1 | $259K | Buy |
+1,746
| New | +$259K | 0.01% | 247 |
|