Chicago Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
7,311
+2,695
| +58% | +$279K | 0.02% | 462 |
|
|
2025
Q1 | $434K | Buy |
4,616
+144
| +3% | +$13.5K | 0.01% | 565 |
|
|
2024
Q4 | $567K | Buy |
4,472
+52
| +1% | +$6.59K | 0.02% | 468 |
|
|
2024
Q3 | $581K | Buy |
4,420
+359
| +9% | +$47.2K | 0.02% | 450 |
|
|
2024
Q2 | $524K | Sell |
4,061
-352
| -8% | -$45.4K | 0.02% | 458 |
|
|
2024
Q1 | $657K | Buy |
4,413
+345
| +8% | +$51.4K | 0.03% | 390 |
|
|
2023
Q4 | $637K | Sell |
4,068
-164
| -4% | -$25.7K | 0.03% | 372 |
|
|
2023
Q3 | $627K | Buy |
4,232
+51
| +1% | +$7.56K | 0.03% | 355 |
|
|
2023
Q2 | $767K | Buy |
4,181
+372
| +10% | +$68.2K | 0.04% | 329 |
|
|
2023
Q1 | $746K | Sell |
3,809
-17
| -0.4% | -$3.33K | 0.04% | 307 |
|
|
2022
Q4 | $720K | Sell |
3,826
-347
| -8% | -$65.3K | 0.04% | 306 |
|
|
2022
Q3 | $706K | Buy |
4,173
+479
| +13% | +$81K | 0.05% | 281 |
|
|
2022
Q2 | $720K | Buy |
3,694
+192
| +5% | +$37.4K | 0.05% | 274 |
|
|
2022
Q1 | $603K | Buy |
3,502
+529
| +18% | +$91.1K | 0.05% | 285 |
|
|
2021
Q4 | $636K | Sell |
2,973
-212
| -7% | -$45.4K | 0.05% | 296 |
|
|
2021
Q3 | $679K | Buy |
3,185
+236
| +8% | +$50.3K | 0.05% | 289 |
|
|
2021
Q2 | $619K | Buy |
2,949
+225
| +8% | +$47.2K | 0.05% | 290 |
|
|
2021
Q1 | $479K | Buy |
2,724
+34
| +1% | +$5.98K | 0.04% | 310 |
|
|
2020
Q4 | $428K | Buy |
2,690
+627
| +30% | +$99.8K | 0.04% | 305 |
|
|
2020
Q3 | $337K | Sell |
2,063
-263
| -11% | -$43K | 0.04% | 298 |
|
|
2020
Q2 | $281K | Sell |
2,326
-72
| -3% | -$8.7K | 0.04% | 304 |
|
|
2020
Q1 | $246K | Buy |
2,398
+253
| +12% | +$26K | 0.04% | 287 |
|
|
2019
Q4 | $254K | Buy |
2,145
+109
| +5% | +$12.9K | 0.03% | 306 |
|
|
2019
Q3 | $232K | Buy |
2,036
+82
| +4% | +$9.34K | 0.03% | 299 |
|
|
2019
Q2 | $203K | Buy |
1,954
+34
| +2% | +$3.53K | 0.03% | 308 |
|
|
2019
Q1 | $219K | Buy |
+1,920
| New | +$219K | 0.03% | 280 |
|
|
2018
Q4 | – | Sell |
-1,420
| Closed | -$149K | – | 890 |
|
|
2018
Q3 | $149K | Hold |
1,420
| – | – | 0.02% | 343 |
|
|
2018
Q2 | $151K | Hold |
1,420
| – | – | 0.02% | 320 |
|
|
2018
Q1 | $149K | Hold |
1,420
| – | – | 0.03% | 294 |
|
|
2017
Q4 | $169K | Sell |
1,420
-333
| -19% | -$39.6K | 0.03% | 281 |
|
|
2017
Q3 | $211K | Buy |
1,753
+974
| +125% | +$117K | 0.04% | 252 |
|
|
2017
Q2 | $87K | Sell |
779
-1,154
| -60% | -$129K | 0.02% | 297 |
|
|
2017
Q1 | $207K | Sell |
1,933
-1,167
| -38% | -$125K | 0.06% | 182 |
|
|
2016
Q4 | $355K | Hold |
3,100
| – | – | 0.13% | 122 |
|
|
2016
Q3 | $339K | Buy |
+3,100
| New | +$339K | 0.13% | 122 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$10K | – | 484 |
|
|
2015
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 397 |
|