Everhart Financial Group’s United Parcel Service UPS Stock Holding History

Everhart Financial Group’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$269K	Buy
2023 Q3	–	Sell
2023 Q2	$232K	Sell
2023 Q1	$294K	Buy
2022 Q4	$214K	Sell
2022 Q3	$229K	Sell
2022 Q2	$310K	Buy