Chase Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $204K | Buy |
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