HCR Wealth Advisors’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 | $265K | Sell |
2,622
-5
| -0.2% | -$505 | 0.03% | 197 |
|
|
2025
Q1 | $289K | Sell |
2,627
-2
| -0.1% | -$220 | 0.04% | 184 |
|
|
2024
Q4 | $332K | Buy |
2,629
+2
| +0.1% | +$252 | 0.04% | 171 |
|
|
2024
Q3 | $358K | Hold |
2,627
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $360K | Sell |
2,627
-48
| -2% | -$6.57K | 0.05% | 159 |
|
|
2024
Q1 | $398K | Sell |
2,675
-458
| -15% | -$68.1K | 0.06% | 147 |
|
|
2023
Q4 | $493K | Buy |
3,133
+1,805
| +136% | +$284K | 0.08% | 120 |
|
|
2023
Q3 | $207K | Buy |
+1,328
| New | +$207K | 0.05% | 160 |
|
|
2022
Q2 | – | Sell |
-974
| Closed | -$209K | – | 199 |
|
|
2022
Q1 | $209K | Sell |
974
-20
| -2% | -$4.29K | 0.03% | 179 |
|
|
2021
Q4 | $213K | Buy |
+994
| New | +$213K | 0.03% | 188 |
|
|
2021
Q3 | – | Sell |
-1,066
| Closed | -$222K | – | 204 |
|
|
2021
Q2 | $222K | Buy |
+1,066
| New | +$222K | 0.04% | 179 |
|
|
2021
Q1 | – | Sell |
-1,393
| Closed | -$235K | – | 269 |
|
|
2020
Q4 | $235K | Hold |
1,393
| – | – | 0.05% | 164 |
|
|
2020
Q3 | $232K | Buy |
+1,393
| New | +$232K | 0.05% | 148 |
|