HCR Wealth 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 | $211K | Sell |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $232K | Buy |
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