Vista Investment Management’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 | – | Sell |
-2,861
| Closed | -$315K | – | 173 |
|
|
2025
Q1 | $315K | Sell |
2,861
-79
| -3% | -$8.69K | 0.12% | 144 |
|
|
2024
Q4 | $371K | Sell |
2,940
-14
| -0.5% | -$1.77K | 0.14% | 135 |
|
|
2024
Q3 | $403K | Buy |
2,954
+18
| +0.6% | +$2.45K | 0.15% | 128 |
|
|
2024
Q2 | $402K | Sell |
2,936
-1,163
| -28% | -$159K | 0.16% | 122 |
|
|
2024
Q1 | $609K | Sell |
4,099
-133
| -3% | -$19.8K | 0.25% | 108 |
|
|
2023
Q4 | $665K | Buy |
4,232
+247
| +6% | +$38.8K | 0.31% | 101 |
|
|
2023
Q3 | $621K | Sell |
3,985
-186
| -4% | -$29K | 0.33% | 98 |
|
|
2023
Q2 | $748K | Buy |
4,171
+59
| +1% | +$10.6K | 0.38% | 85 |
|
|
2023
Q1 | $798K | Buy |
4,112
+330
| +9% | +$64K | 0.42% | 75 |
|
|
2022
Q4 | $657K | Buy |
3,782
+1,025
| +37% | +$178K | 0.38% | 90 |
|
|
2022
Q3 | $445K | Buy |
2,757
+211
| +8% | +$34.1K | 0.27% | 107 |
|
|
2022
Q2 | $465K | Buy |
2,546
+461
| +22% | +$84.2K | 0.28% | 105 |
|
|
2022
Q1 | $447K | Buy |
2,085
+83
| +4% | +$17.8K | 0.24% | 111 |
|
|
2021
Q4 | $429K | Buy |
2,002
+202
| +11% | +$43.3K | 0.23% | 104 |
|
|
2021
Q3 | $328K | Buy |
1,800
+616
| +52% | +$112K | 0.19% | 122 |
|
|
2021
Q2 | $246K | Sell |
1,184
-105
| -8% | -$21.8K | 0.15% | 142 |
|
|
2021
Q1 | $219K | Sell |
1,289
-11
| -0.8% | -$1.87K | 0.14% | 144 |
|
|
2020
Q4 | $219K | Buy |
1,300
+5
| +0.4% | +$842 | 0.15% | 136 |
|
|
2020
Q3 | $216K | Buy |
+1,295
| New | +$216K | 0.16% | 129 |
|