Hartford Financial 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 Q2	–	Sell	-7,000	Closed	-$770K	–	367
2025 Q1	$770K	Hold	7,000	–	–	0.16%	116
2024 Q4	$883K	Hold	7,000	–	–	0.18%	112
2024 Q3	$954K	Hold	7,000	–	–	0.2%	110
2024 Q2	$958K	Hold	7,000	–	–	0.21%	107
2024 Q1	$1.04M	Hold	7,000	–	–	0.22%	106
2023 Q4	$1.1M	Hold	7,000	–	–	0.25%	108
2023 Q3	$1.09M	Hold	7,000	–	–	0.28%	105
2023 Q2	$1.25M	Hold	7,000	–	–	0.31%	98
2023 Q1	$1.36M	Hold	7,000	–	–	0.35%	93
2022 Q4	$1.22M	Hold	7,000	–	–	0.32%	99
2022 Q3	$1.13M	Hold	7,000	–	–	0.33%	96
2022 Q2	$1.28M	Hold	7,000	–	–	0.35%	92
2022 Q1	$1.5M	Hold	7,000	–	–	0.36%	91
2021 Q4	$1.5M	Hold	7,000	–	–	0.35%	91
2021 Q3	$1.28M	Hold	7,000	–	–	0.32%	98
2021 Q2	$1.46M	Hold	7,000	–	–	0.36%	89
2021 Q1	$1.19M	Sell	7,000 -16	-0.2%	-$2.72K	0.3%	98
2020 Q4	$1.18M	Hold	7,016	–	–	0.31%	93
2020 Q3	$1.17M	Hold	7,016	–	–	0.35%	89
2020 Q2	$780K	Hold	7,016	–	–	0.25%	105
2020 Q1	$655K	Hold	7,016	–	–	0.26%	101
2019 Q4	$821K	Buy	7,016 +16	+0.2%	+$1.87K	0.26%	104
2019 Q3	$839K	Hold	7,000	–	–	0.28%	100
2019 Q2	$723K	Hold	7,000	–	–	0.24%	104
2019 Q1	$782K	Sell	7,000 -50	-0.7%	-$5.59K	0.27%	98
2018 Q4	$688K	Hold	7,050	–	–	0.26%	100
2018 Q3	$823K	Buy	7,050 +50	+0.7%	+$5.84K	0.28%	93
2018 Q2	$744K	Buy	7,000 +6,926	+9,359%	+$736K	0.27%	96
2018 Q1	$7K	Hold	74	–	–	﹤0.01%	285
2017 Q4	$8K	Hold	74	–	–	﹤0.01%	287
2017 Q3	$8K	Hold	74	–	–	﹤0.01%	317
2017 Q2	$8K	Hold	74	–	–	﹤0.01%	301
2017 Q1	$7K	Hold	74	–	–	﹤0.01%	287
2016 Q4	$8K	Hold	74	–	–	﹤0.01%	254
2016 Q3	$8K	Buy	74 +38	+106%	+$4.11K	﹤0.01%	251
2016 Q2	$3K	Hold	36	–	–	﹤0.01%	270
2016 Q1	$3K	Buy	+36	New	+$3K	﹤0.01%	271