HHM 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
Q2 | $266K | Buy |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $170K | Buy |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $157K | Sell |
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|
2022
Q2 | $196K | Buy |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $188K | Hold |
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|
2021
Q1 | $154K | Hold |
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|
2020
Q4 | $153K | Sell |
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|
2020
Q3 | $181K | Hold |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $101K | Buy |
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