HWA
HHM 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 | $266K | Buy |
2,631
+55
| +2% | +$5.55K | 0.03% | 171 |
|
|
2025
Q1 | $283K | Buy |
2,576
+2
| +0.1% | +$220 | 0.04% | 148 |
|
|
2024
Q4 | $325K | Buy |
2,574
+1,198
| +87% | +$151K | 0.04% | 140 |
|
|
2024
Q3 | $188K | Buy |
1,376
+79
| +6% | +$10.8K | 0.03% | 177 |
|
|
2024
Q2 | $178K | Sell |
1,297
-16
| -1% | -$2.19K | 0.03% | 188 |
|
|
2024
Q1 | $195K | Hold |
1,313
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $206K | Buy |
1,313
+220
| +20% | +$34.6K | 0.04% | 135 |
|
|
2023
Q3 | $170K | Buy |
1,093
+1
| +0.1% | +$156 | 0.03% | 141 |
|
|
2023
Q2 | $196K | Sell |
1,092
-12
| -1% | -$2.15K | 0.04% | 138 |
|
|
2023
Q1 | $214K | Buy |
1,104
+104
| +10% | +$20.2K | 0.04% | 123 |
|
|
2022
Q4 | $174K | Buy |
1,000
+27
| +3% | +$4.69K | 0.04% | 130 |
|
|
2022
Q3 | $157K | Sell |
973
-100
| -9% | -$16.1K | 0.04% | 124 |
|
|
2022
Q2 | $196K | Buy |
1,073
+67
| +7% | +$12.2K | 0.05% | 131 |
|
|
2022
Q1 | $216K | Sell |
1,006
-315
| -24% | -$67.6K | 0.05% | 140 |
|
|
2021
Q4 | $283K | Buy |
1,321
+415
| +46% | +$88.9K | 0.07% | 112 |
|
|
2021
Q3 | $165K | Hold |
906
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $188K | Hold |
906
| – | – | 0.05% | 136 |
|
|
2021
Q1 | $154K | Hold |
906
| – | – | 0.05% | 143 |
|
|
2020
Q4 | $153K | Sell |
906
-179
| -16% | -$30.2K | 0.05% | 122 |
|
|
2020
Q3 | $181K | Hold |
1,085
| – | – | 0.07% | 97 |
|
|
2020
Q2 | $121K | Hold |
1,085
| – | – | 0.05% | 116 |
|
|
2020
Q1 | $101K | Buy |
+1,085
| New | +$101K | 0.05% | 118 |
|