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Asset Planning Inc’s United Parcel Service UPS Stock Holding History

Asset Planning Inc’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$121K Buy
1,203
+3
+0.3% +$303 0.09% 98
2025
Q1 		$132K Buy
1,200
+11
+0.9% +$1.21K 0.1% 93
2024
Q4 		$150K Buy
+1,189
New +$150K 0.11% 87