Chicago Partners Investment Group’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
Q3 | $933K | Buy |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $627K | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $746K | Sell |
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|
2022
Q4 | $720K | Sell |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $679K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $479K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $149K | Hold |
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|
2017
Q4 | $169K | Sell |
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|
2017
Q3 | $211K | Buy |
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|
2017
Q2 | $87K | Sell |
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|
2017
Q1 | $207K | Sell |
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|
2016
Q4 | $355K | Hold |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10K | Buy |
|