Heritage Oak Wealth Advisors’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,624	Closed	-$221K	–	179
2024 Q3	$221K	Sell	1,624 -1,181	-42%	-$161K	0.1%	135
2024 Q2	$384K	Buy	+2,805	New	+$384K	0.19%	71