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 |
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|
2025
Q2 | $760K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $4.83M | Hold |
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|
2024
Q1 | $5.25M | Hold |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.53M | Hold |
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|
2023
Q2 | $6.35M | Hold |
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|
2023
Q1 | $6.88M | Hold |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $5.69M | Hold |
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|
2022
Q2 | $6.42M | Hold |
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|
2022
Q1 | $7.55M | Buy |
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|
2021
Q4 | $7.28M | Hold |
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|
2021
Q3 | $6.18M | Hold |
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|
2021
Q2 | $7.06M | Hold |
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|
2021
Q1 | $5.77M | Hold |
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|
2020
Q4 | $5.72M | Buy |
|