Vista Investment 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 | $371K | Buy |
3,676
+545
| +17% | +$55K | 0.11% | 117 |
|
|
2025
Q1 | $344K | Sell |
3,131
-141
| -4% | -$15.5K | 0.11% | 130 |
|
|
2024
Q4 | $413K | Hold |
3,272
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $446K | Buy |
3,272
+4
| +0.1% | +$545 | 0.14% | 112 |
|
|
2024
Q2 | $447K | Sell |
3,268
-7,898
| -71% | -$1.08M | 0.15% | 107 |
|
|
2024
Q1 | $1.66M | Buy |
11,166
+7,802
| +232% | +$1.16M | 0.56% | 56 |
|
|
2023
Q4 | $529K | Buy |
+3,364
| New | +$529K | 0.19% | 94 |
|