RZH
Relyea Zuckerberg Hanson’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,032
| Closed | -$223K | – | 270 |
|
|
2025
Q1 | $223K | Buy |
2,032
+10
| +0.5% | +$1.1K | 0.03% | 239 |
|
|
2024
Q4 | $255K | Sell |
2,022
-194
| -9% | -$24.5K | 0.03% | 230 |
|
|
2024
Q3 | $302K | Buy |
2,216
+102
| +5% | +$13.9K | 0.05% | 196 |
|
|
2024
Q2 | $289K | Sell |
2,114
-252
| -11% | -$34.5K | 0.05% | 190 |
|
|
2024
Q1 | $352K | Buy |
2,366
+55
| +2% | +$8.17K | 0.06% | 158 |
|
|
2023
Q4 | $363K | Buy |
+2,311
| New | +$363K | 0.07% | 144 |
|
|
2023
Q2 | – | Sell |
-1,070
| Closed | -$208K | – | 201 |
|
|
2023
Q1 | $208K | Buy |
+1,070
| New | +$208K | 0.05% | 176 |
|