Chilton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-41
| Closed | -$5.17K | – | 585 |
|
|
2024
Q4 | $5.17K | Sell |
41
-142
| -78% | -$17.9K | ﹤0.01% | 489 |
|
|
2024
Q3 | $25K | Buy |
183
+41
| +29% | +$5.59K | ﹤0.01% | 408 |
|
|
2024
Q2 | $19.4K | Sell |
142
-399
| -74% | -$54.6K | ﹤0.01% | 447 |
|
|
2024
Q1 | $80.4K | Sell |
541
-519
| -49% | -$77.1K | ﹤0.01% | 301 |
|
|
2023
Q4 | $167K | Buy |
1,060
+557
| +111% | +$87.6K | 0.01% | 251 |
|
|
2023
Q3 | $78.4K | Hold |
503
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $90.2K | Hold |
503
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $97.6K | Buy |
+503
| New | +$97.6K | 0.01% | 276 |
|
|
2022
Q3 | – | Sell |
-510
| Closed | -$93K | – | 594 |
|
|
2022
Q2 | $93K | Buy |
+510
| New | +$93K | 0.01% | 267 |
|
|
2022
Q1 | – | Sell |
-717
| Closed | -$154K | – | 587 |
|
|
2021
Q4 | $154K | Buy |
+717
| New | +$154K | 0.01% | 238 |
|