OHWA
Oak Hill Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,912
| Closed | -$210K | – | 148 |
|
|
2025
Q1 | $210K | Hold |
1,912
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $241K | Buy |
+1,912
| New | +$241K | 0.06% | 122 |
|
|
2024
Q1 | – | Sell |
-1,333
| Closed | -$210K | – | 86 |
|
|
2023
Q4 | $210K | Sell |
1,333
-50
| -4% | -$7.86K | 0.07% | 104 |
|
|
2023
Q3 | $216K | Buy |
1,383
+49
| +4% | +$7.64K | 0.08% | 98 |
|
|
2023
Q2 | $239K | Buy |
1,334
+1
| +0.1% | +$179 | 0.09% | 96 |
|
|
2023
Q1 | $259K | Hold |
1,333
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $232K | Buy |
+1,333
| New | +$232K | 0.1% | 95 |
|