Hapanowicz & Associates 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 | $501K | Hold |
4,964
| – | – | 0.25% | 20 |
|
|
2025
Q1 | $546K | Hold |
4,964
| – | – | 0.3% | 16 |
|
|
2024
Q4 | $626K | Hold |
4,964
| – | – | 0.31% | 16 |
|
|
2024
Q3 | $677K | Hold |
4,964
| – | – | 0.34% | 14 |
|
|
2024
Q2 | $679K | Hold |
4,964
| – | – | 0.39% | 14 |
|
|
2024
Q1 | $738K | Hold |
4,964
| – | – | 0.42% | 13 |
|
|
2023
Q4 | $780K | Hold |
4,964
| – | – | 0.48% | 14 |
|
|
2023
Q3 | $774K | Sell |
4,964
-200
| -4% | -$31.2K | 0.55% | 13 |
|
|
2023
Q2 | $926K | Buy |
+5,164
| New | +$926K | 0.62% | 12 |
|