HB Wealth Management’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 | $4.08M | Sell |
40,397
-2,678
| -6% | -$270K | 0.03% | 248 |
|
|
2025
Q1 | $4.74M | Buy |
43,075
+3,969
| +10% | +$437K | 0.04% | 235 |
|
|
2024
Q4 | $4.93M | Buy |
39,106
+6,183
| +19% | +$780K | 0.05% | 169 |
|
|
2024
Q3 | $4.49M | Sell |
32,923
-3,791
| -10% | -$517K | 0.05% | 168 |
|
|
2024
Q2 | $5.02M | Sell |
36,714
-2,615
| -7% | -$358K | 0.06% | 151 |
|
|
2024
Q1 | $5.85M | Sell |
39,329
-899
| -2% | -$134K | 0.07% | 137 |
|
|
2023
Q4 | $6.33M | Sell |
40,228
-971
| -2% | -$153K | 0.09% | 118 |
|
|
2023
Q3 | $6.42M | Buy |
41,199
+2,060
| +5% | +$321K | 0.1% | 99 |
|
|
2023
Q2 | $7.02M | Buy |
39,139
+4,910
| +14% | +$880K | 0.11% | 97 |
|
|
2023
Q1 | $6.64M | Sell |
34,229
-4,297
| -11% | -$834K | 0.12% | 97 |
|
|
2022
Q4 | $6.7M | Buy |
38,526
+17,807
| +86% | +$3.1M | 0.12% | 92 |
|
|
2022
Q3 | $3.35M | Sell |
20,719
-6,217
| -23% | -$1M | 0.07% | 133 |
|
|
2022
Q2 | $4.92M | Buy |
26,936
+3,573
| +15% | +$652K | 0.1% | 101 |
|
|
2022
Q1 | $5.01M | Buy |
23,363
+9,911
| +74% | +$2.13M | 0.09% | 109 |
|
|
2021
Q4 | $2.88M | Buy |
+13,452
| New | +$2.88M | 0.06% | 129 |
|