Charter Research & Investment Group’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 | $1.08M | Sell |
10,720
-3,355
| -24% | -$339K | 0.81% | 36 |
|
|
2025
Q1 | $1.55M | Sell |
14,075
-720
| -5% | -$79.2K | 1.18% | 26 |
|
|
2024
Q4 | $1.87M | Hold |
14,795
| – | – | 1.42% | 22 |
|
|
2024
Q3 | $2.02M | Buy |
14,795
+65
| +0.4% | +$8.86K | 1.49% | 21 |
|
|
2024
Q2 | $2.02M | Sell |
14,730
-413
| -3% | -$56.5K | 1.59% | 20 |
|
|
2024
Q1 | $2.25M | Sell |
15,143
-7
| -0% | -$1.04K | 1.78% | 21 |
|
|
2023
Q4 | $2.38M | Sell |
15,150
-140
| -0.9% | -$22K | 1.98% | 15 |
|
|
2023
Q3 | $2.38M | Sell |
15,290
-110
| -0.7% | -$17.1K | 2.15% | 14 |
|
|
2023
Q2 | $2.76M | Sell |
15,400
-69
| -0.4% | -$12.4K | 2.29% | 13 |
|
|
2023
Q1 | $3M | Buy |
15,469
+239
| +2% | +$46.4K | 2.63% | 11 |
|
|
2022
Q4 | $2.65M | Sell |
15,230
-275
| -2% | -$47.8K | 2.54% | 14 |
|
|
2022
Q3 | $2.51M | Buy |
15,505
+76
| +0.5% | +$12.3K | 2.53% | 12 |
|
|
2022
Q2 | $2.82M | Buy |
15,429
+418
| +3% | +$76.3K | 2.56% | 12 |
|
|
2022
Q1 | $3.22M | Buy |
15,011
+91
| +0.6% | +$19.5K | 2.61% | 9 |
|
|
2021
Q4 | $3.2M | Buy |
14,920
+100
| +0.7% | +$21.4K | 2.52% | 9 |
|
|
2021
Q3 | $2.7M | Buy |
14,820
+95
| +0.6% | +$17.3K | 2.24% | 17 |
|
|
2021
Q2 | $3.06M | Sell |
14,725
-115
| -0.8% | -$23.9K | 2.54% | 12 |
|
|
2021
Q1 | $2.52M | Hold |
14,840
| – | – | 2.2% | 18 |
|
|
2020
Q4 | $2.5M | Hold |
14,840
| – | – | 2.4% | 14 |
|
|
2020
Q3 | $2.47M | Sell |
14,840
-5,625
| -27% | -$937K | 2.71% | 11 |
|
|
2020
Q2 | $2.28M | Buy |
20,465
+1,055
| +5% | +$117K | 2.62% | 10 |
|
|
2020
Q1 | $1.81M | Buy |
+19,410
| New | +$1.81M | 2.39% | 9 |
|