Burkett Financial Services’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 | $9.48K | Buy |
94
+2
| +2% | +$202 | ﹤0.01% | 148 |
|
|
2025
Q1 | $10.2K | Buy |
92
+1
| +1% | +$110 | ﹤0.01% | 166 |
|
|
2024
Q4 | $11.5K | Buy |
91
+1
| +1% | +$126 | ﹤0.01% | 140 |
|
|
2024
Q3 | $12.3K | Buy |
90
+1
| +1% | +$136 | 0.01% | 128 |
|
|
2024
Q2 | $12.2K | Buy |
89
+1
| +1% | +$137 | 0.01% | 131 |
|
|
2024
Q1 | $13K | Buy |
88
+1
| +1% | +$148 | 0.01% | 135 |
|
|
2023
Q4 | $13.7K | Buy |
+87
| New | +$13.7K | 0.01% | 128 |
|