HF Advisory Group’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
$2.11M Buy
20,904
+7,668
+58% +$774K 0.83% 42
2025
Q1
$1.46M Buy
13,236
+2,886
+28% +$317K 0.64% 56
2024
Q4
$1.31M Buy
+10,350
New +$1.31M 0.6% 65