HGWM
Horst & Graben Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
13,236
+20
| +0.2% | +$2.02K | 0.22% | 64 |
|
|
2025
Q1 | $1.45M | Sell |
13,216
-45
| -0.3% | -$4.95K | 0.26% | 56 |
|
|
2024
Q4 | $1.67M | Buy |
13,261
+10
| +0.1% | +$1.26K | 0.3% | 49 |
|
|
2024
Q3 | $1.81M | Sell |
13,251
-340
| -3% | -$46.4K | 0.32% | 44 |
|
|
2024
Q2 | $1.86M | Sell |
13,591
-102
| -0.7% | -$14K | 0.36% | 38 |
|
|
2024
Q1 | $2.04M | Sell |
13,693
-114
| -0.8% | -$16.9K | 0.41% | 35 |
|
|
2023
Q4 | $2.17M | Buy |
13,807
+14
| +0.1% | +$2.2K | 0.48% | 35 |
|
|
2023
Q3 | $2.15M | Buy |
13,793
+13
| +0.1% | +$2.03K | 0.53% | 33 |
|
|
2023
Q2 | $2.47M | Buy |
13,780
+13
| +0.1% | +$2.33K | 0.59% | 25 |
|
|
2023
Q1 | $2.67M | Buy |
13,767
+12
| +0.1% | +$2.33K | 0.66% | 22 |
|
|
2022
Q4 | $2.39M | Buy |
13,755
+10
| +0.1% | +$1.74K | 0.63% | 31 |
|
|
2022
Q3 | $2.22M | Buy |
13,745
+10
| +0.1% | +$1.62K | 0.63% | 28 |
|
|
2022
Q2 | $2.51M | Buy |
13,735
+11
| +0.1% | +$2.01K | 0.68% | 31 |
|
|
2022
Q1 | $2.94M | Hold |
13,724
| – | – | 0.72% | 28 |
|
|
2021
Q4 | $2.94M | Buy |
13,724
+6
| +0% | +$1.29K | 0.74% | 30 |
|
|
2021
Q3 | $2.5M | Hold |
13,718
| – | – | 0.69% | 30 |
|
|
2021
Q2 | $2.85M | Buy |
13,718
+1
| +0% | +$208 | 0.8% | 30 |
|
|
2021
Q1 | $2.33M | Buy |
13,717
+200
| +1% | +$34K | 0.73% | 26 |
|
|
2020
Q4 | $2.28M | Hold |
13,517
| – | – | 0.78% | 28 |
|
|
2020
Q3 | $2.25M | Sell |
13,517
-153
| -1% | -$25.5K | 0.87% | 25 |
|
|
2020
Q2 | $1.52M | Hold |
13,670
| – | – | 0.67% | 25 |
|
|
2020
Q1 | $1.28M | Buy |
+13,670
| New | +$1.28M | 0.67% | 20 |
|