Holistic Planning’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
Q1 | – | Sell |
-2,097
| Closed | -$264K | – | 195 |
|
|
2024
Q4 | $264K | Sell |
2,097
-65
| -3% | -$8.2K | 0.1% | 145 |
|
|
2024
Q3 | $295K | Buy |
2,162
+183
| +9% | +$25K | 0.12% | 115 |
|
|
2024
Q2 | $294K | Hold |
1,979
| – | – | 0.23% | 85 |
|
|
2024
Q1 | $294K | Buy |
1,979
+4
| +0.2% | +$595 | 0.22% | 85 |
|
|
2023
Q4 | $311K | Buy |
+1,975
| New | +$311K | 0.26% | 84 |
|