Bard Financial Services’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 Q3	$725K	Buy	8,675 +1,150	+15%	+$104K	0.08%	130
2025 Q2	$760K	Sell	7,525 -625	-8%	-$61.5K	0.09%	127
2025 Q1	$896K	Buy	8,150 +4,725	+138%	+$565K	0.11%	122
2024 Q4	$432K	Hold	3,425	–	–	0.05%	155
2024 Q3	$467K	Sell	3,425 -31,900	-90%	-$4.19M	0.06%	148
2024 Q2	$4.83M	Hold	35,325	–	–	0.5%	52
2024 Q1	$5.25M	Hold	35,325	–	–	0.56%	49
2023 Q4	$5.55M	Sell	35,325 -125	-0.4%	-$18.9K	0.62%	44
2023 Q3	$5.53M	Hold	35,450	–	–	0.68%	42
2023 Q2	$6.35M	Hold	35,450	–	–	0.48%	61
2023 Q1	$6.88M	Hold	35,450	–	–	0.55%	52
2022 Q4	$6.16M	Buy	35,450 +250	+0.7%	+$43.3K	0.52%	51
2022 Q3	$5.69M	Hold	35,200	–	–	0.53%	50
2022 Q2	$6.42M	Hold	35,200	–	–	0.59%	45
2022 Q1	$7.55M	Buy	35,200 +1,250	+4%	+$266K	0.61%	47
2021 Q4	$7.28M	Hold	33,950	–	–	0.59%	47
2021 Q3	$6.18M	Hold	33,950	–	–	0.55%	52
2021 Q2	$7.06M	Hold	33,950	–	–	0.63%	47
2021 Q1	$5.77M	Hold	33,950	–	–	0.56%	52
2020 Q4	$5.72M	Buy	+33,950	New	+$5.73M	0.57%	47