High Net Worth Advisory Group’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 | $380K | Sell |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $743K | Sell |
|
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|
2024
Q2 | $903K | Sell |
|
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|
2024
Q1 | $1.09M | Buy |
|
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.84M | Hold |
|
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.52M | Hold |
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|
2022
Q2 | $1.72M | Hold |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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