Heritage Wealth Management (Ohio)’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	$475K	Sell	4,704 -2,934	-38%	-$296K	0.15%	147
2025 Q1	$840K	Sell	7,638 -1,278	-14%	-$141K	0.29%	89
2024 Q4	$1.12M	Sell	8,916 -491	-5%	-$61.9K	0.37%	71
2024 Q3	$1.28M	Sell	9,407 -1,152	-11%	-$157K	0.42%	64
2024 Q2	$1.44M	Buy	+10,559	New	+$1.44M	0.48%	54