Blue Chip 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 | $496K | Sell |
4,911
-709
| -13% | -$71.6K | 0.04% | 104 |
|
|
2025
Q1 | $618K | Sell |
5,620
-982
| -15% | -$108K | 0.05% | 95 |
|
|
2024
Q4 | $833K | Sell |
6,602
-1,399
| -17% | -$176K | 0.07% | 89 |
|
|
2024
Q3 | $1.09M | Sell |
8,001
-108,318
| -93% | -$14.8M | 0.09% | 79 |
|
|
2024
Q2 | $15.9M | Buy |
116,319
+8,259
| +8% | +$1.13M | 1.47% | 28 |
|
|
2024
Q1 | $16.1M | Buy |
108,060
+11,383
| +12% | +$1.69M | 1.56% | 29 |
|
|
2023
Q4 | $15.2M | Sell |
96,677
-177
| -0.2% | -$27.8K | 1.59% | 29 |
|
|
2023
Q3 | $15.1M | Buy |
96,854
+2,632
| +3% | +$410K | 1.8% | 24 |
|
|
2023
Q2 | $16.9M | Buy |
94,222
+3,759
| +4% | +$674K | 1.92% | 22 |
|
|
2023
Q1 | $17.5M | Buy |
90,463
+3,874
| +4% | +$752K | 2.08% | 19 |
|
|
2022
Q4 | $15.1M | Buy |
86,589
+2,327
| +3% | +$405K | 1.87% | 24 |
|
|
2022
Q3 | $13.6M | Buy |
84,262
+3,288
| +4% | +$531K | 1.87% | 23 |
|
|
2022
Q2 | $14.8M | Buy |
80,974
+3,325
| +4% | +$607K | 1.88% | 24 |
|
|
2022
Q1 | $16.7M | Sell |
77,649
-17,267
| -18% | -$3.7M | 2.07% | 17 |
|
|
2021
Q4 | $20.3M | Buy |
94,916
+2,038
| +2% | +$437K | 2.55% | 15 |
|
|
2021
Q3 | $16.9M | Buy |
92,878
+2,411
| +3% | +$439K | 2.38% | 18 |
|
|
2021
Q2 | $18.8M | Buy |
90,467
+951
| +1% | +$198K | 2.69% | 13 |
|
|
2021
Q1 | $15.2M | Sell |
89,516
-861
| -1% | -$146K | 2.34% | 18 |
|
|
2020
Q4 | $15.2M | Sell |
90,377
-5,197
| -5% | -$875K | 2.38% | 20 |
|
|
2020
Q3 | $15.9M | Sell |
95,574
-843
| -0.9% | -$140K | 2.84% | 9 |
|
|
2020
Q2 | $10.7M | Buy |
96,417
+155
| +0.2% | +$17.2K | 2.1% | 24 |
|
|
2020
Q1 | $8.99M | Buy |
96,262
+1,739
| +2% | +$162K | 2.23% | 21 |
|
|
2019
Q4 | $11.1M | Buy |
94,523
+3,651
| +4% | +$427K | 2.1% | 19 |
|
|
2019
Q3 | $10.9M | Buy |
90,872
+2,405
| +3% | +$288K | 2.3% | 18 |
|
|
2019
Q2 | $9.14M | Buy |
88,467
+3,488
| +4% | +$360K | 2.05% | 21 |
|
|
2019
Q1 | $9.5M | Buy |
84,979
+13,716
| +19% | +$1.53M | 2.25% | 16 |
|
|
2018
Q4 | $6.95M | Sell |
71,263
-9,797
| -12% | -$955K | 1.75% | 20 |
|
|
2018
Q3 | $9.46M | Buy |
81,060
+3,790
| +5% | +$442K | 2.31% | 12 |
|
|
2018
Q2 | $8.21M | Buy |
77,270
+5,232
| +7% | +$556K | 2.17% | 14 |
|
|
2018
Q1 | $7.54M | Buy |
72,038
+5,270
| +8% | +$552K | 2.09% | 12 |
|
|
2017
Q4 | $7.96M | Buy |
66,768
+2,384
| +4% | +$284K | 2.35% | 9 |
|
|
2017
Q3 | $7.73M | Buy |
64,384
+2,507
| +4% | +$301K | 2.49% | 6 |
|
|
2017
Q2 | $6.84M | Buy |
61,877
+4,550
| +8% | +$503K | 2.39% | 6 |
|
|
2017
Q1 | $6.15M | Buy |
57,327
+2,043
| +4% | +$219K | 2.33% | 9 |
|
|
2016
Q4 | $6.34M | Buy |
55,284
+4,075
| +8% | +$467K | 2.48% | 7 |
|
|
2016
Q3 | $5.6M | Buy |
51,209
+391
| +0.8% | +$42.8K | 2.47% | 7 |
|
|
2016
Q2 | $5.47M | Buy |
50,818
+1,634
| +3% | +$176K | 2.46% | 6 |
|
|
2016
Q1 | $5.19M | Buy |
49,184
+1,989
| +4% | +$210K | 2.52% | 8 |
|
|
2015
Q4 | $4.54M | Buy |
47,195
+2,453
| +5% | +$236K | 2.37% | 8 |
|
|
2015
Q3 | $4.42M | Buy |
44,742
+2,455
| +6% | +$242K | 2.81% | 5 |
|
|
2015
Q2 | $4.1M | Buy |
42,287
+1,349
| +3% | +$131K | 2.62% | 6 |
|
|
2015
Q1 | $3.97M | Buy |
40,938
+462
| +1% | +$44.8K | 2.69% | 7 |
|
|
2014
Q4 | $4.5M | Buy |
+40,476
| New | +$4.5M | 3.14% | 4 |
|