Heartwood 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 | $229K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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