Heartwood 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 | $277K | Sell |
2,743
-7
| -0.3% | -$707 | 0.03% | 154 |
|
|
2025
Q1 | $302K | Sell |
2,750
-145
| -5% | -$15.9K | 0.03% | 137 |
|
|
2024
Q4 | $365K | Buy |
2,895
+14
| +0.5% | +$1.77K | 0.04% | 112 |
|
|
2024
Q3 | $393K | Sell |
2,881
-1,453
| -34% | -$198K | 0.04% | 109 |
|
|
2024
Q2 | $593K | Buy |
4,334
+1,853
| +75% | +$254K | 0.07% | 89 |
|
|
2024
Q1 | $369K | Hold |
2,481
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $390K | Sell |
2,481
-100
| -4% | -$15.7K | 0.05% | 96 |
|
|
2023
Q3 | $402K | Buy |
2,581
+385
| +18% | +$60K | 0.06% | 91 |
|
|
2023
Q2 | $394K | Buy |
2,196
+912
| +71% | +$163K | 0.06% | 94 |
|
|
2023
Q1 | $249K | Buy |
1,284
+131
| +11% | +$25.4K | 0.04% | 111 |
|
|
2022
Q4 | $200K | Buy |
+1,153
| New | +$200K | 0.03% | 125 |
|
|
2022
Q2 | – | Sell |
-994
| Closed | -$213K | – | 129 |
|
|
2022
Q1 | $213K | Buy |
+994
| New | +$213K | 0.03% | 114 |
|