HHGA
Halbert Hargrove Global Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$4.45K | – | 631 |
|
|
2025
Q1 | $4.45K | Buy |
+40
| New | +$4.45K | ﹤0.01% | 309 |
|
|
2023
Q2 | – | Sell |
-1,340
| Closed | -$260K | – | 159 |
|
|
2023
Q1 | $260K | Buy |
1,340
+186
| +16% | +$36.1K | 0.02% | 122 |
|
|
2022
Q4 | $201K | Sell |
1,154
-252
| -18% | -$43.8K | 0.01% | 151 |
|
|
2022
Q3 | $227K | Buy |
1,406
+149
| +12% | +$24.1K | 0.02% | 126 |
|
|
2022
Q2 | $229K | Buy |
1,257
+24
| +2% | +$4.37K | 0.02% | 130 |
|
|
2022
Q1 | $264K | Buy |
1,233
+112
| +10% | +$24K | 0.02% | 127 |
|
|
2021
Q4 | $240K | Sell |
1,121
-26
| -2% | -$5.57K | 0.02% | 134 |
|
|
2021
Q3 | $209K | Buy |
1,147
+17
| +2% | +$3.1K | 0.01% | 140 |
|
|
2021
Q2 | $235K | Buy |
+1,130
| New | +$235K | 0.02% | 128 |
|
|
2020
Q3 | – | Sell |
-10,360
| Closed | -$1.15M | – | 102 |
|
|
2020
Q2 | $1.15M | Sell |
10,360
-7
| -0.1% | -$778 | 0.17% | 24 |
|
|
2020
Q1 | $968K | Buy |
10,367
+688
| +7% | +$64.2K | 0.17% | 23 |
|
|
2019
Q4 | $1.13M | Buy |
9,679
+49
| +0.5% | +$5.74K | 0.29% | 15 |
|
|
2019
Q3 | $1.15M | Sell |
9,630
-6
| -0.1% | -$719 | 0.31% | 15 |
|
|
2019
Q2 | $995K | Buy |
+9,636
| New | +$995K | 0.27% | 14 |
|
|
2019
Q1 | – | Sell |
-9,763
| Closed | -$952K | – | 75 |
|
|
2018
Q4 | $952K | Sell |
9,763
-129
| -1% | -$12.6K | 0.22% | 27 |
|
|
2018
Q3 | $1.16M | Sell |
9,892
-1
| -0% | -$117 | 0.3% | 15 |
|
|
2018
Q2 | $1.05M | Buy |
+9,893
| New | +$1.05M | 0.28% | 17 |
|
|
2013
Q3 | – | Sell |
-3,245
| Closed | -$281K | – | 115 |
|
|
2013
Q2 | $281K | Buy |
+3,245
| New | +$281K | 0.1% | 84 |
|