Holistic Planning’s United Parcel Service UPS Stock Holding History

Holistic Planning’s Portfolio UPS Stock Details UPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$264K	Sell
2024 Q3	$295K	Buy
2024 Q2	$294K	Hold
2024 Q1	$294K	Buy
2023 Q4	$311K	Buy