Chicago Capital’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 | $506K | Sell |
5,014
-12
| -0.2% | -$1.21K | 0.01% | 250 |
|
|
2025
Q1 | $553K | Buy |
5,026
+335
| +7% | +$36.8K | 0.02% | 228 |
|
|
2024
Q4 | $592K | Hold |
4,691
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $640K | Sell |
4,691
-370
| -7% | -$50.4K | 0.02% | 204 |
|
|
2024
Q2 | $693K | Hold |
5,061
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $752K | Sell |
5,061
-4
| -0.1% | -$595 | 0.02% | 182 |
|
|
2023
Q4 | $796K | Sell |
5,065
-119
| -2% | -$18.7K | 0.03% | 167 |
|
|
2023
Q3 | $808K | Hold |
5,184
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $929K | Hold |
5,184
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $1.01M | Sell |
5,184
-220
| -4% | -$42.7K | 0.05% | 101 |
|
|
2022
Q4 | $939K | Sell |
5,404
-50
| -0.9% | -$8.69K | 0.05% | 111 |
|
|
2022
Q3 | $881K | Buy |
5,454
+4
| +0.1% | +$646 | 0.05% | 110 |
|
|
2022
Q2 | $995K | Buy |
5,450
+660
| +14% | +$120K | 0.06% | 110 |
|
|
2022
Q1 | $1.03M | Hold |
4,790
| – | – | 0.04% | 118 |
|
|
2021
Q4 | $1.03M | Buy |
4,790
+43
| +0.9% | +$9.22K | 0.04% | 121 |
|
|
2021
Q3 | $864K | Buy |
4,747
+33
| +0.7% | +$6.01K | 0.03% | 133 |
|
|
2021
Q2 | $980K | Hold |
4,714
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $801K | Hold |
4,714
| – | – | 0.03% | 124 |
|
|
2020
Q4 | $794K | Buy |
4,714
+625
| +15% | +$105K | 0.04% | 124 |
|
|
2020
Q3 | $681K | Hold |
4,089
| – | – | 0.04% | 135 |
|
|
2020
Q2 | $455K | Buy |
4,089
+1,052
| +35% | +$117K | 0.03% | 157 |
|
|
2020
Q1 | $284K | Buy |
3,037
+5
| +0.2% | +$468 | 0.02% | 169 |
|
|
2019
Q4 | $355K | Hold |
3,032
| – | – | 0.02% | 178 |
|
|
2019
Q3 | $363K | Hold |
3,032
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $313K | Buy |
3,032
+744
| +33% | +$76.8K | 0.02% | 189 |
|
|
2019
Q1 | $256K | Hold |
2,288
| – | – | 0.02% | 191 |
|
|
2018
Q4 | $223K | Buy |
2,288
+50
| +2% | +$4.87K | 0.02% | 192 |
|
|
2018
Q3 | $261K | Hold |
2,238
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $238K | Buy |
+2,238
| New | +$238K | 0.02% | 211 |
|