Kozak & Associates’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 | $5.39K | Sell |
53
-7
| -12% | -$711 | ﹤0.01% | 285 |
|
|
2025
Q1 | $5.89K | Buy |
60
+40
| +200% | +$3.93K | ﹤0.01% | 271 |
|
|
2024
Q4 | $2.42K | Buy |
20
+9
| +82% | +$1.09K | ﹤0.01% | 352 |
|
|
2024
Q3 | $1.55K | Hold |
11
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $1.53K | Hold |
11
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $1.67K | Hold |
11
| – | – | ﹤0.01% | 336 |
|
|
2023
Q4 | $1.71K | Hold |
11
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $1.68K | Hold |
11
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $1.99K | Hold |
11
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $2.08K | Hold |
11
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 308 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 355 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 311 |
|