Hazlett, Burt & Watson’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
1,050
-33
| -3% | -$3.3K | 0.04% | 279 |
|
|
2025
Q1 | $119K | Sell |
1,083
-139
| -11% | -$15.3K | 0.05% | 254 |
|
|
2024
Q4 | $155K | Buy |
1,222
+6
| +0.5% | +$761 | 0.07% | 234 |
|
|
2024
Q3 | $164K | Buy |
1,216
+237
| +24% | +$32K | 0.08% | 224 |
|
|
2024
Q2 | $135K | Sell |
979
-35
| -3% | -$4.83K | 0.07% | 233 |
|
|
2024
Q1 | $150K | Sell |
1,014
-105
| -9% | -$15.5K | 0.09% | 195 |
|
|
2023
Q4 | $177K | Sell |
1,119
-390
| -26% | -$61.7K | 0.12% | 167 |
|
|
2023
Q3 | $235K | Sell |
1,509
-46
| -3% | -$7.16K | 0.18% | 126 |
|
|
2023
Q2 | $279K | Sell |
1,555
-63
| -4% | -$11.3K | 0.21% | 104 |
|
|
2023
Q1 | $314K | Sell |
1,618
-94
| -5% | -$18.2K | 0.26% | 84 |
|
|
2022
Q4 | $295K | Sell |
1,712
-160
| -9% | -$27.6K | 0.26% | 87 |
|
|
2022
Q3 | $301K | Buy |
1,872
+42
| +2% | +$6.75K | 0.29% | 72 |
|
|
2022
Q2 | $332K | Buy |
1,830
+34
| +2% | +$6.17K | 0.3% | 69 |
|
|
2022
Q1 | $385K | Buy |
+1,796
| New | +$385K | 0.31% | 65 |
|