Chatham Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,743
| Closed | -$2.32M | – | 195 |
|
|
2023
Q4 | $2.32M | Sell |
14,743
-460
| -3% | -$72.3K | 0.47% | 62 |
|
|
2023
Q3 | $2.37M | Sell |
15,203
-14
| -0.1% | -$2.18K | 0.53% | 57 |
|
|
2023
Q2 | $2.73M | Buy |
15,217
+1,368
| +10% | +$245K | 0.57% | 57 |
|
|
2023
Q1 | $2.69M | Buy |
13,849
+35
| +0.3% | +$6.79K | 0.6% | 52 |
|
|
2022
Q4 | $2.4M | Buy |
13,814
+388
| +3% | +$67.5K | 0.56% | 60 |
|
|
2022
Q3 | $2.17M | Buy |
13,426
+2,530
| +23% | +$409K | 0.53% | 59 |
|
|
2022
Q2 | $1.99M | Buy |
10,896
+151
| +1% | +$27.6K | 0.45% | 64 |
|
|
2022
Q1 | $2.3M | Buy |
10,745
+2,185
| +26% | +$469K | 0.45% | 63 |
|
|
2021
Q4 | $1.84M | Buy |
8,560
+460
| +6% | +$98.6K | 0.33% | 77 |
|
|
2021
Q3 | $1.48M | Buy |
8,100
+235
| +3% | +$42.8K | 0.28% | 87 |
|
|
2021
Q2 | $1.64M | Buy |
7,865
+400
| +5% | +$83.2K | 0.32% | 83 |
|
|
2021
Q1 | $1.27M | Buy |
+7,465
| New | +$1.27M | 0.27% | 93 |
|