Hapanowicz & Associates Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $394K | Sell |
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|
2025
Q2 | $501K | Hold |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $626K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $679K | Hold |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $780K | Hold |
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|
2023
Q3 | $774K | Sell |
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|
2023
Q2 | $926K | Buy |
|