A detailed history of Hhm Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,297 shares of UPS stock, worth $173,694. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,297
Previous 1,313 1.22%
Holding current value
$173,694
Previous $195,000 9.23%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$134.2 - $152.27 $2,147 - $2,436
-16 Reduced 1.22%
1,297 $177,000
Q4 2023

Feb 05, 2024

BUY
$134.83 - $162.94 $29,662 - $35,846
220 Added 20.13%
1,313 $206,000
Q3 2023

Nov 03, 2023

BUY
$151.9 - $188.34 $151 - $188
1 Added 0.09%
1,093 $170,000
Q2 2023

Aug 11, 2023

SELL
$166.61 - $196.03 $1,999 - $2,352
-12 Reduced 1.09%
1,092 $195,000
Q1 2023

May 02, 2023

BUY
$173.82 - $193.99 $18,077 - $20,174
104 Added 10.4%
1,104 $214,000
Q4 2022

Jan 19, 2023

BUY
$159.14 - $190.36 $4,296 - $5,139
27 Added 2.77%
1,000 $0
Q3 2022

Nov 04, 2022

SELL
$161.54 - $208.05 $16,154 - $20,805
-100 Reduced 9.32%
973 $157,000
Q2 2022

Aug 08, 2022

BUY
$167.39 - $206.64 $11,215 - $13,844
67 Added 6.66%
1,073 $196,000
Q1 2022

Apr 27, 2022

SELL
$194.83 - $232.11 $61,371 - $73,114
-315 Reduced 23.85%
1,006 $216,000
Q4 2021

Feb 03, 2022

BUY
$178.42 - $218.07 $74,044 - $90,499
415 Added 45.81%
1,321 $283,000
Q4 2020

Jan 28, 2021

SELL
$155.78 - $176.54 $27,884 - $31,600
-179 Reduced 16.5%
906 $153,000
Q1 2020

May 12, 2020

BUY
$86.17 - $118.61 $93,494 - $128,691
1,085 New
1,085 $101,000

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $97.7B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.