James J. Burns & Company’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 Q1	–	Sell	-2,006	Closed	-$253K	–	151
2024 Q4	$253K	Hold	2,006	–	–	0.04%	131
2024 Q3	$274K	Hold	2,006	–	–	0.05%	117
2024 Q2	$275K	Sell	2,006 -1,157	-37%	-$159K	0.05%	106
2024 Q1	$472K	Buy	+3,163	New	+$472K	0.16%	55