3IP
3Chopt Investment Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,483
| Closed | -$273K | – | 247 |
|
|
2025
Q1 | $273K | Buy |
+2,483
| New | +$273K | 0.07% | 181 |
|
|
2024
Q3 | – | Sell |
-2,649
| Closed | -$363K | – | 174 |
|
|
2024
Q2 | $363K | Buy |
+2,649
| New | +$363K | 0.11% | 144 |
|
|
2024
Q1 | – | Sell |
-2,284
| Closed | -$359K | – | 157 |
|
|
2023
Q4 | $359K | Buy |
+2,284
| New | +$359K | 0.13% | 129 |
|
|
2023
Q3 | – | Sell |
-2,022
| Closed | -$362K | – | 131 |
|
|
2023
Q2 | $362K | Sell |
2,022
-79
| -4% | -$14.2K | 0.18% | 105 |
|
|
2023
Q1 | $408K | Buy |
2,101
+496
| +31% | +$96.2K | 0.22% | 104 |
|
|
2022
Q4 | $279K | Buy |
+1,605
| New | +$279K | 0.15% | 116 |
|