HAIM
Hunter Associates Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
6,790
-270
| -4% | -$27.2K | 0.1% | 159 |
|
|
2025
Q1 | $775K | Sell |
7,060
-2,725
| -28% | -$299K | 0.12% | 146 |
|
|
2024
Q4 | $1.24M | Sell |
9,785
-2,283
| -19% | -$288K | 0.19% | 107 |
|
|
2024
Q3 | $1.65M | Sell |
12,068
-200
| -2% | -$27.3K | 0.25% | 94 |
|
|
2024
Q2 | $1.68M | Sell |
12,268
-555
| -4% | -$75.9K | 0.28% | 87 |
|
|
2024
Q1 | $1.91M | Buy |
12,823
+2,490
| +24% | +$371K | 0.32% | 81 |
|
|
2023
Q4 | $1.62M | Sell |
10,333
-9
| -0.1% | -$1.41K | 0.3% | 82 |
|
|
2023
Q3 | $1.61M | Sell |
10,342
-35
| -0.3% | -$5.46K | 0.33% | 68 |
|
|
2023
Q2 | $1.86M | Sell |
10,377
-855
| -8% | -$154K | 0.36% | 64 |
|
|
2023
Q1 | $2.18M | Sell |
11,232
-1,100
| -9% | -$213K | 0.47% | 58 |
|
|
2022
Q4 | $2.14M | Sell |
12,332
-1,500
| -11% | -$261K | 0.52% | 53 |
|
|
2022
Q3 | $2.23M | Buy |
13,832
+1,650
| +14% | +$266K | 0.58% | 47 |
|
|
2022
Q2 | $2.23M | Sell |
12,182
-32,918
| -73% | -$6.02M | 0.55% | 50 |
|
|
2022
Q1 | $9.67M | Sell |
45,100
-100
| -0.2% | -$21.4K | 3.11% | 7 |
|
|
2021
Q4 | $9.69M | Buy |
45,200
+1,000
| +2% | +$214K | 2.77% | 8 |
|
|
2021
Q3 | $8.05M | Buy |
44,200
+1,200
| +3% | +$219K | 2.59% | 9 |
|
|
2021
Q2 | $8.94M | Sell |
43,000
-6,500
| -13% | -$1.35M | 2.78% | 9 |
|
|
2021
Q1 | $8.42M | Buy |
49,500
+530
| +1% | +$90.1K | 1.95% | 11 |
|
|
2020
Q4 | $8.25M | Hold |
48,970
| – | – | 2.03% | 11 |
|
|
2020
Q3 | $8.16M | Sell |
48,970
-300
| -0.6% | -$50K | 2.27% | 10 |
|
|
2020
Q2 | $5.48M | Buy |
49,270
+925
| +2% | +$103K | 1.63% | 19 |
|
|
2020
Q1 | $4.52M | Buy |
48,345
+3,100
| +7% | +$290K | 1.75% | 19 |
|
|
2019
Q4 | $5.3M | Buy |
45,245
+2,325
| +5% | +$272K | 1.64% | 20 |
|
|
2019
Q3 | $5.14M | Buy |
42,920
+700
| +2% | +$83.9K | 1.77% | 18 |
|
|
2019
Q2 | $4.36M | Buy |
42,220
+800
| +2% | +$82.6K | 1.5% | 18 |
|
|
2019
Q1 | $4.63M | Buy |
41,420
+200
| +0.5% | +$22.3K | 1.62% | 19 |
|
|
2018
Q4 | $4.02M | Sell |
41,220
-300
| -0.7% | -$29.3K | 1.64% | 19 |
|
|
2018
Q3 | $4.85M | Sell |
41,520
-480
| -1% | -$56K | 1.67% | 16 |
|
|
2018
Q2 | $4.46M | Sell |
42,000
-1,000
| -2% | -$106K | 1.61% | 17 |
|
|
2018
Q1 | $4.5M | Buy |
43,000
+200
| +0.5% | +$20.9K | 1.68% | 19 |
|
|
2017
Q4 | $5.1M | Buy |
42,800
+300
| +0.7% | +$35.7K | 1.88% | 19 |
|
|
2017
Q3 | $5.1M | Hold |
42,500
| – | – | 1.99% | 16 |
|
|
2017
Q2 | $4.7M | Buy |
42,500
+525
| +1% | +$58.1K | 1.91% | 15 |
|
|
2017
Q1 | $4.5M | Hold |
41,975
| – | – | 1.89% | 16 |
|
|
2016
Q4 | $4.81M | Hold |
41,975
| – | – | 2.05% | 15 |
|
|
2016
Q3 | $4.59M | Hold |
41,975
| – | – | 1.97% | 16 |
|
|
2016
Q2 | $4.52M | Hold |
41,975
| – | – | 1.96% | 14 |
|
|
2016
Q1 | $4.43M | Hold |
41,975
| – | – | 2.02% | 14 |
|
|
2015
Q4 | $4.04M | Hold |
41,975
| – | – | 1.77% | 16 |
|
|
2015
Q3 | $4.14M | Hold |
41,975
| – | – | 1.94% | 14 |
|
|
2015
Q2 | $4.07M | Hold |
41,975
| – | – | 1.69% | 17 |
|
|
2015
Q1 | $4.07M | Hold |
41,975
| – | – | 1.6% | 17 |
|
|
2014
Q4 | $4.67M | Hold |
41,975
| – | – | 1.8% | 15 |
|
|
2014
Q3 | $4.13M | Hold |
41,975
| – | – | 1.61% | 18 |
|
|
2014
Q2 | $4.31M | Hold |
41,975
| – | – | 1.69% | 16 |
|
|
2014
Q1 | $4.09M | Hold |
41,975
| – | – | 1.61% | 15 |
|
|
2013
Q4 | $4.41M | Hold |
41,975
| – | – | 1.7% | 14 |
|
|
2013
Q3 | $3.84M | Hold |
41,975
| – | – | 1.6% | 15 |
|
|
2013
Q2 | $3.63M | Buy |
+41,975
| New | +$3.63M | 1.35% | 19 |
|