Bard Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
7,525
-625
| -8% | -$63.1K | 0.09% | 127 |
|
|
2025
Q1 | $896K | Buy |
8,150
+4,725
| +138% | +$520K | 0.11% | 122 |
|
|
2024
Q4 | $432K | Hold |
3,425
| – | – | 0.05% | 155 |
|
|
2024
Q3 | $467K | Sell |
3,425
-31,900
| -90% | -$4.35M | 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% | -$19.7K | 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% | +$43.5K | 0.52% | 51 |
|
|
2022
Q3 | $5.69M | Hold |
35,200
| – | – | 0.53% | 50 |
|
|
2022
Q2 | $6.43M | Hold |
35,200
| – | – | 0.59% | 45 |
|
|
2022
Q1 | $7.55M | Buy |
35,200
+1,250
| +4% | +$268K | 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 | +$5.72M | 0.57% | 47 |
|