Halbert Hargrove Global Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.34K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.45K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $968K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $995K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $952K | Sell |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $281K | Buy |
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