Charter Research & Investment Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $988K | Sell |
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|
2025
Q4 | $997K | Sell |
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|
2025
Q3 | $878K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.87M | Hold |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $3.06M | Sell |
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|
2021
Q1 | $2.52M | Hold |
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|
2020
Q4 | $2.5M | Hold |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $1.81M | Buy |
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