Chesapeake Wealth Management’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
Q4 | – | Sell |
-1,560
| Closed | -$213K | – | 164 |
|
|
2024
Q3 | $213K | Sell |
1,560
-822
| -35% | -$112K | 0.07% | 153 |
|
|
2024
Q2 | $326K | Sell |
2,382
-5,123
| -68% | -$701K | 0.12% | 125 |
|
|
2024
Q1 | $1.12M | Sell |
7,505
-341
| -4% | -$50.7K | 0.41% | 66 |
|
|
2023
Q4 | $1.23M | Sell |
7,846
-40
| -0.5% | -$6.29K | 0.48% | 62 |
|
|
2023
Q3 | $1.23M | Buy |
7,886
+103
| +1% | +$16.1K | 0.51% | 58 |
|
|
2023
Q2 | $1.4M | Buy |
7,783
+947
| +14% | +$170K | 0.55% | 56 |
|
|
2023
Q1 | $1.33M | Buy |
6,836
+1,210
| +22% | +$235K | 0.55% | 56 |
|
|
2022
Q4 | $978K | Buy |
5,626
+1,875
| +50% | +$326K | 0.43% | 71 |
|
|
2022
Q3 | $606K | Buy |
+3,751
| New | +$606K | 0.28% | 90 |
|