HWA
Heritage Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
2,219
-1,195
| -35% | -$121K | 0.01% | 197 |
|
|
2025
Q1 | $375K | Sell |
3,414
-293
| -8% | -$32.2K | 0.02% | 150 |
|
|
2024
Q4 | $468K | Buy |
3,707
+11
| +0.3% | +$1.39K | 0.02% | 142 |
|
|
2024
Q3 | $504K | Sell |
3,696
-135
| -4% | -$18.4K | 0.02% | 145 |
|
|
2024
Q2 | $524K | Sell |
3,831
-1,763
| -32% | -$241K | 0.02% | 134 |
|
|
2024
Q1 | $831K | Sell |
5,594
-1,459
| -21% | -$217K | 0.04% | 99 |
|
|
2023
Q4 | $1.11M | Buy |
7,053
+775
| +12% | +$122K | 0.06% | 80 |
|
|
2023
Q3 | $978K | Buy |
6,278
+1,082
| +21% | +$169K | 0.05% | 82 |
|
|
2023
Q2 | $931K | Hold |
5,196
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $1.01M | Sell |
5,196
-5
| -0.1% | -$970 | 0.06% | 81 |
|
|
2022
Q4 | $904K | Buy |
5,201
+296
| +6% | +$51.5K | 0.05% | 88 |
|
|
2022
Q3 | $792K | Buy |
4,905
+1
| +0% | +$162 | 0.06% | 88 |
|
|
2022
Q2 | $895K | Buy |
4,904
+1,163
| +31% | +$212K | 0.06% | 87 |
|
|
2022
Q1 | $802K | Sell |
3,741
-8
| -0.2% | -$1.72K | 0.04% | 97 |
|
|
2021
Q4 | $804K | Buy |
3,749
+491
| +15% | +$105K | 0.04% | 109 |
|
|
2021
Q3 | $593K | Sell |
3,258
-191
| -6% | -$34.8K | 0.04% | 126 |
|
|
2021
Q2 | $717K | Hold |
3,449
| – | – | 0.04% | 116 |
|
|
2021
Q1 | $586K | Hold |
3,449
| – | – | 0.04% | 129 |
|
|
2020
Q4 | $581K | Buy |
3,449
+41
| +1% | +$6.91K | 0.04% | 118 |
|
|
2020
Q3 | $568K | Sell |
3,408
-95
| -3% | -$15.8K | 0.07% | 90 |
|
|
2020
Q2 | $389K | Buy |
3,503
+1
| +0% | +$111 | 0.05% | 97 |
|
|
2020
Q1 | $327K | Sell |
3,502
-220
| -6% | -$20.6K | 0.06% | 99 |
|
|
2019
Q4 | $436K | Buy |
3,722
+51
| +1% | +$5.97K | 0.06% | 111 |
|
|
2019
Q3 | $439K | Buy |
3,671
+10
| +0.3% | +$1.2K | 0.06% | 103 |
|
|
2019
Q2 | $378K | Sell |
3,661
-22,156
| -86% | -$2.29M | 0.06% | 107 |
|
|
2019
Q1 | $2.88M | Buy |
25,817
+5,638
| +28% | +$630K | 0.47% | 30 |
|
|
2018
Q4 | $1.97M | Sell |
20,179
-1,300
| -6% | -$127K | 0.38% | 33 |
|
|
2018
Q3 | $2.51M | Buy |
21,479
+1,865
| +10% | +$218K | 0.49% | 28 |
|
|
2018
Q2 | $2.08M | Buy |
19,614
+1,419
| +8% | +$151K | 0.78% | 23 |
|
|
2018
Q1 | $1.9M | Buy |
18,195
+1,965
| +12% | +$206K | 0.79% | 24 |
|
|
2017
Q4 | $1.93M | Buy |
16,230
+1,127
| +7% | +$134K | 0.83% | 22 |
|
|
2017
Q3 | $1.82M | Buy |
15,103
+1,002
| +7% | +$120K | 0.91% | 21 |
|
|
2017
Q2 | $1.56M | Buy |
14,101
+1,045
| +8% | +$116K | 0.81% | 28 |
|
|
2017
Q1 | $1.4M | Buy |
13,056
+1,690
| +15% | +$181K | 0.75% | 29 |
|
|
2016
Q4 | $1.3M | Buy |
11,366
+1,722
| +18% | +$197K | 0.85% | 20 |
|
|
2016
Q3 | $1.06M | Buy |
9,644
+1,413
| +17% | +$155K | 0.73% | 21 |
|
|
2016
Q2 | $884K | Buy |
8,231
+3,159
| +62% | +$339K | 0.6% | 26 |
|
|
2016
Q1 | $535K | Buy |
5,072
+1,156
| +30% | +$122K | 0.42% | 33 |
|
|
2015
Q4 | $376K | Buy |
3,916
+516
| +15% | +$49.5K | 0.32% | 49 |
|
|
2015
Q3 | $335K | Buy |
3,400
+390
| +13% | +$38.4K | 0.29% | 51 |
|
|
2015
Q2 | $292K | Sell |
3,010
-40
| -1% | -$3.88K | 0.24% | 69 |
|
|
2015
Q1 | $296K | Sell |
3,050
-300
| -9% | -$29.1K | 0.24% | 69 |
|
|
2014
Q4 | $372K | Hold |
3,350
| – | – | 0.33% | 64 |
|
|
2014
Q3 | $329K | Buy |
3,350
+37
| +1% | +$3.63K | 0.34% | 53 |
|
|
2014
Q2 | $341K | Buy |
3,313
+28
| +0.9% | +$2.88K | 0.37% | 50 |
|
|
2014
Q1 | $319K | Hold |
3,285
| – | – | 0.37% | 49 |
|
|
2013
Q4 | $345K | Buy |
+3,285
| New | +$345K | 0.43% | 47 |
|