HBC 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
2024 Q4	$28K	Buy	222 +1	+0.5%	+$132	0.02%	86
2024 Q3	$29K	Buy	221 +2	+0.9%	+$263	0.02%	88
2024 Q2	$28K	Buy	219 +1	+0.5%	+$143	0.02%	90
2024 Q1	$31K	Buy	218 +1	+0.5%	+$152	0.02%	81
2023 Q4	$34K	Buy	217 +2	+0.9%	+$302	0.02%	81
2023 Q3	$33K	Buy	215 +1	+0.5%	+$173	0.02%	73
2023 Q2	$39K	Sell	214 -384	-64%	-$68.2K	0.03%	74
2023 Q1	$115K	Buy	598 +1	+0.2%	+$183	0.09%	39
2022 Q4	$105K	Buy	597 +151	+34%	+$26.1K	0.08%	41
2022 Q3	$72K	Hold	446	–	–	0.06%	44
2022 Q2	$82K	Buy	446 +1	+0.2%	+$182	0.06%	43
2022 Q1	$81K	Sell	445 -72	-14%	-$15.3K	0.06%	46
2021 Q4	$110K	Buy	517 +134	+35%	+$27.3K	0.07%	41
2021 Q3	$69K	Buy	383 +50	+15%	+$9.87K	0.05%	47
2021 Q2	$70K	Sell	333 -99	-23%	-$19.8K	0.05%	48
2021 Q1	$77.7K	Buy	432 +50	+13%	+$8.09K	0.05%	49
2020 Q4	$61K	Buy	382 +51	+15%	+$8.61K	0.05%	56
2020 Q3	$54K	Buy	331 +125	+61%	+$18.2K	0.05%	54
2020 Q2	$25K	Buy	206 +2	+1%	+$200	0.02%	84
2020 Q1	$18K	Hold	204	–	–	0.02%	90
2019 Q4	$24K	Buy	+204	New	+$24.1K	0.02%	97