HAG
HighPoint Advisor Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
27,128
-245
| -0.9% | -$24.7K | 0.15% | 122 |
|
|
2025
Q1 | $2.65M | Sell |
27,373
-1,207
| -4% | -$117K | 0.15% | 115 |
|
|
2024
Q4 | $3.27M | Buy |
28,580
+63
| +0.2% | +$7.22K | 0.18% | 103 |
|
|
2024
Q3 | $3.82M | Sell |
28,517
-845
| -3% | -$113K | 0.22% | 75 |
|
|
2024
Q2 | $3.79M | Sell |
29,362
-1,143
| -4% | -$147K | 0.23% | 79 |
|
|
2024
Q1 | $4.59M | Sell |
30,505
-407
| -1% | -$61.3K | 0.32% | 55 |
|
|
2023
Q4 | $4.84M | Buy |
+30,912
| New | +$4.84M | 0.35% | 50 |
|
|
2022
Q2 | $5.14M | Buy |
+27,751
| New | +$5.14M | 0.56% | 38 |
|
|
2021
Q3 | $4.49M | Sell |
24,665
-9,522
| -28% | -$1.73M | 0.44% | 42 |
|
|
2021
Q2 | $7.11M | Buy |
34,187
+3,006
| +10% | +$625K | 0.72% | 26 |
|
|
2021
Q1 | $5.49M | Sell |
31,181
-3,875
| -11% | -$682K | 0.63% | 28 |
|
|
2020
Q4 | $5.85M | Buy |
35,056
+5,124
| +17% | +$855K | 0.71% | 24 |
|
|
2020
Q3 | $4.9M | Buy |
29,932
+4,105
| +16% | +$671K | 0.89% | 23 |
|
|
2020
Q2 | $2.96M | Sell |
25,827
-1,256
| -5% | -$144K | 0.63% | 34 |
|
|
2020
Q1 | $2.71M | Buy |
27,083
+2,798
| +12% | +$280K | 0.65% | 34 |
|
|
2019
Q4 | $2.85M | Sell |
24,285
-379
| -2% | -$44.5K | 0.59% | 38 |
|
|
2019
Q3 | $3.07M | Buy |
24,664
+279
| +1% | +$34.7K | 0.68% | 34 |
|
|
2019
Q2 | $2.54M | Sell |
24,385
-667
| -3% | -$69.4K | 0.59% | 39 |
|
|
2019
Q1 | $2.56M | Sell |
25,052
-524
| -2% | -$53.5K | 0.63% | 39 |
|
|
2018
Q4 | $2.83M | Buy |
25,576
+1,276
| +5% | +$141K | 0.75% | 33 |
|
|
2018
Q3 | $2.81M | Sell |
24,300
-31
| -0.1% | -$3.59K | 0.77% | 28 |
|
|
2018
Q2 | $2.95M | Sell |
24,331
-728
| -3% | -$88.2K | 0.8% | 27 |
|
|
2018
Q1 | $2.92M | Buy |
25,059
+4,710
| +23% | +$549K | 0.8% | 30 |
|
|
2017
Q4 | $2.19M | Buy |
20,349
+944
| +5% | +$102K | 0.63% | 36 |
|
|
2017
Q3 | $2.27M | Buy |
19,405
+335
| +2% | +$39.2K | 0.7% | 35 |
|
|
2017
Q2 | $2.14M | Hold |
19,070
| – | – | 0.69% | 31 |
|
|
2017
Q1 | $2.14M | Sell |
19,070
-160,051
| -89% | -$17.9M | 0.69% | 31 |
|
|
2016
Q4 | $1.91M | Buy |
179,121
+160,991
| +888% | +$1.72M | 0.62% | 29 |
|
|
2016
Q3 | $2.06M | Sell |
18,130
-2,236
| -11% | -$254K | 0.72% | 25 |
|
|
2016
Q2 | $2.23M | Buy |
20,366
+5,545
| +37% | +$608K | 0.78% | 26 |
|
|
2016
Q1 | $1.56M | Sell |
14,821
-3,368
| -19% | -$355K | 0.96% | 22 |
|
|
2015
Q4 | $1.64M | Buy |
18,189
+7,085
| +64% | +$637K | 1.08% | 18 |
|
|
2015
Q3 | $1.1M | Sell |
11,104
-3,536
| -24% | -$349K | 1.22% | 16 |
|
|
2015
Q2 | $1.42M | Buy |
14,640
+617
| +4% | +$59.8K | 2.19% | 10 |
|
|
2015
Q1 | $1.36M | Buy |
14,023
+2,418
| +21% | +$235K | 2.09% | 14 |
|
|
2014
Q4 | $1.18M | Buy |
+11,605
| New | +$1.18M | 2.17% | 26 |
|