Heritage Wealth Management (Ohio)’s United Parcel Service UPS Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$475K	Sell
2025 Q1	$840K	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.28M	Sell
2024 Q2	$1.44M	Buy