Childress Capital Advisors’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 | – | Sell |
-2,650
| Closed | -$291K | – | 258 |
|
|
2025
Q1 | $291K | Sell |
2,650
-888
| -25% | -$97.7K | 0.08% | 163 |
|
|
2024
Q4 | $446K | Buy |
3,538
+935
| +36% | +$118K | 0.12% | 110 |
|
|
2024
Q3 | $355K | Sell |
2,603
-643
| -20% | -$87.7K | 0.1% | 147 |
|
|
2024
Q2 | $444K | Buy |
3,246
+560
| +21% | +$76.6K | 0.13% | 113 |
|
|
2024
Q1 | $399K | Buy |
2,686
+141
| +6% | +$21K | 0.12% | 115 |
|
|
2023
Q4 | $400K | Sell |
2,545
-302
| -11% | -$47.5K | 0.12% | 107 |
|
|
2023
Q3 | $431K | Buy |
+2,847
| New | +$431K | 0.14% | 94 |
|
|
2023
Q1 | – | Sell |
-3,299
| Closed | -$573K | – | 172 |
|
|
2022
Q4 | $573K | Sell |
3,299
-30
| -0.9% | -$5.22K | 0.19% | 79 |
|
|
2022
Q3 | $544K | Sell |
3,329
-331
| -9% | -$54.1K | 0.21% | 77 |
|
|
2022
Q2 | $668K | Buy |
3,660
+177
| +5% | +$32.3K | 0.26% | 68 |
|
|
2022
Q1 | $747K | Buy |
3,483
+582
| +20% | +$125K | 0.26% | 71 |
|
|
2021
Q4 | $622K | Buy |
2,901
+92
| +3% | +$19.7K | 0.26% | 73 |
|
|
2021
Q3 | $511K | Buy |
2,809
+380
| +16% | +$69.1K | 0.21% | 90 |
|
|
2021
Q2 | $505K | Sell |
2,429
-750
| -24% | -$156K | 0.23% | 72 |
|
|
2021
Q1 | $540K | Buy |
3,179
+1,038
| +48% | +$176K | 0.25% | 78 |
|
|
2020
Q4 | $361K | Buy |
+2,141
| New | +$361K | 0.21% | 56 |
|