HNWAG
High Net Worth Advisory Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
3,762
-601
| -14% | -$60.7K | 0.1% | 152 |
|
|
2025
Q1 | $480K | Sell |
4,363
-220
| -5% | -$24.2K | 0.14% | 128 |
|
|
2024
Q4 | $578K | Sell |
4,583
-868
| -16% | -$109K | 0.16% | 119 |
|
|
2024
Q3 | $743K | Sell |
5,451
-1,145
| -17% | -$156K | 0.2% | 101 |
|
|
2024
Q2 | $903K | Sell |
6,596
-750
| -10% | -$103K | 0.27% | 81 |
|
|
2024
Q1 | $1.09M | Buy |
7,346
+558
| +8% | +$82.9K | 0.34% | 69 |
|
|
2023
Q4 | $1.07M | Sell |
6,788
-950
| -12% | -$149K | 0.4% | 63 |
|
|
2023
Q3 | $1.21M | Sell |
7,738
-1,809
| -19% | -$282K | 0.48% | 54 |
|
|
2023
Q2 | $1.71M | Buy |
9,547
+48
| +0.5% | +$8.6K | 0.66% | 40 |
|
|
2023
Q1 | $1.84M | Hold |
9,499
| – | – | 0.75% | 35 |
|
|
2022
Q4 | $1.65M | Buy |
9,499
+75
| +0.8% | +$13K | 0.64% | 40 |
|
|
2022
Q3 | $1.52M | Hold |
9,424
| – | – | 0.65% | 41 |
|
|
2022
Q2 | $1.72M | Hold |
9,424
| – | – | 0.71% | 36 |
|
|
2022
Q1 | $2.02M | Sell |
9,424
-200
| -2% | -$42.9K | 0.73% | 34 |
|
|
2021
Q4 | $2.06M | Buy |
+9,624
| New | +$2.06M | 0.72% | 34 |
|