Checchi Capital Advisers’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 | $367K | Sell |
3,637
-1,636
| -31% | -$165K | 0.02% | 402 |
|
|
2025
Q1 | $580K | Sell |
5,273
-182
| -3% | -$20K | 0.03% | 297 |
|
|
2024
Q4 | $688K | Buy |
5,455
+166
| +3% | +$20.9K | 0.04% | 255 |
|
|
2024
Q3 | $721K | Sell |
5,289
-334
| -6% | -$45.5K | 0.04% | 250 |
|
|
2024
Q2 | $770K | Sell |
5,623
-1,007
| -15% | -$138K | 0.04% | 223 |
|
|
2024
Q1 | $985K | Buy |
6,630
+451
| +7% | +$67K | 0.08% | 198 |
|
|
2023
Q4 | $972K | Sell |
6,179
-506
| -8% | -$79.6K | 0.08% | 188 |
|
|
2023
Q3 | $1.04M | Sell |
6,685
-918
| -12% | -$143K | 0.1% | 170 |
|
|
2023
Q2 | $1.36M | Buy |
7,603
+319
| +4% | +$57.2K | 0.12% | 137 |
|
|
2023
Q1 | $1.41M | Buy |
7,284
+220
| +3% | +$42.7K | 0.14% | 130 |
|
|
2022
Q4 | $1.23M | Sell |
7,064
-1,778
| -20% | -$309K | 0.13% | 136 |
|
|
2022
Q3 | $1.43M | Buy |
8,842
+420
| +5% | +$67.8K | 0.13% | 115 |
|
|
2022
Q2 | $1.64M | Buy |
8,422
+1,650
| +24% | +$321K | 0.14% | 113 |
|
|
2022
Q1 | $1.45M | Buy |
6,772
+430
| +7% | +$92.2K | 0.12% | 113 |
|
|
2021
Q4 | $1.36M | Sell |
6,342
-68
| -1% | -$14.6K | 0.12% | 122 |
|
|
2021
Q3 | $1.17M | Sell |
6,410
-239
| -4% | -$43.5K | 0.12% | 122 |
|
|
2021
Q2 | $1.38M | Sell |
6,649
-108
| -2% | -$22.5K | 0.14% | 116 |
|
|
2021
Q1 | $1.15M | Buy |
6,757
+301
| +5% | +$51.2K | 0.11% | 121 |
|
|
2020
Q4 | $1.09M | Sell |
6,456
-755
| -10% | -$127K | 0.11% | 118 |
|
|
2020
Q3 | $1.2M | Sell |
7,211
-194
| -3% | -$32.3K | 0.13% | 107 |
|
|
2020
Q2 | $823K | Buy |
7,405
+647
| +10% | +$71.9K | 0.1% | 128 |
|
|
2020
Q1 | $631K | Sell |
6,758
-127
| -2% | -$11.9K | 0.06% | 132 |
|
|
2019
Q4 | $806K | Buy |
6,885
+242
| +4% | +$28.3K | 0.11% | 124 |
|
|
2019
Q3 | $796K | Sell |
6,643
-27
| -0.4% | -$3.24K | 0.1% | 118 |
|
|
2019
Q2 | $689K | Buy |
6,670
+681
| +11% | +$70.3K | 0.09% | 137 |
|
|
2019
Q1 | $669K | Sell |
5,989
-283
| -5% | -$31.6K | 0.08% | 138 |
|
|
2018
Q4 | $612K | Sell |
6,272
-1,111
| -15% | -$108K | 0.08% | 135 |
|
|
2018
Q3 | $862K | Buy |
7,383
+137
| +2% | +$16K | 0.1% | 125 |
|
|
2018
Q2 | $770K | Buy |
7,246
+111
| +2% | +$11.8K | 0.1% | 129 |
|
|
2018
Q1 | $747K | Sell |
7,135
-46
| -0.6% | -$4.82K | 0.1% | 129 |
|
|
2017
Q4 | $856K | Buy |
7,181
+992
| +16% | +$118K | 0.11% | 105 |
|
|
2017
Q3 | $743K | Sell |
6,189
-727
| -11% | -$87.3K | 0.08% | 112 |
|
|
2017
Q2 | $765K | Sell |
6,916
-1,028
| -13% | -$114K | 0.08% | 110 |
|
|
2017
Q1 | $852K | Buy |
7,944
+501
| +7% | +$53.7K | 0.1% | 96 |
|
|
2016
Q4 | $853K | Buy |
7,443
+344
| +5% | +$39.4K | 0.12% | 99 |
|
|
2016
Q3 | $776K | Buy |
7,099
+473
| +7% | +$51.7K | 0.09% | 103 |
|
|
2016
Q2 | $714K | Buy |
6,626
+93
| +1% | +$10K | 0.08% | 102 |
|
|
2016
Q1 | $689K | Sell |
6,533
-95
| -1% | -$10K | 0.15% | 102 |
|
|
2015
Q4 | $638K | Buy |
6,628
+551
| +9% | +$53K | 0.16% | 118 |
|
|
2015
Q3 | $600K | Buy |
6,077
+381
| +7% | +$37.6K | 0.16% | 112 |
|
|
2015
Q2 | $552K | Sell |
5,696
-446
| -7% | -$43.2K | 0.15% | 128 |
|
|
2015
Q1 | $595K | Buy |
6,142
+695
| +13% | +$67.3K | 0.18% | 110 |
|
|
2014
Q4 | $606K | Buy |
5,447
+410
| +8% | +$45.6K | 0.23% | 97 |
|
|
2014
Q3 | $495K | Buy |
5,037
+1,634
| +48% | +$161K | 0.2% | 104 |
|
|
2014
Q2 | $349K | Buy |
3,403
+646
| +23% | +$66.3K | 0.16% | 119 |
|
|
2014
Q1 | $268K | Buy |
2,757
+351
| +15% | +$34.1K | 0.16% | 123 |
|
|
2013
Q4 | $253K | Buy |
+2,406
| New | +$253K | 0.2% | 108 |
|