A detailed history of Holistic Planning, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Holistic Planning, LLC holds 1,979 shares of UPS stock, worth $259,644. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,979
Previous 1,979 -0.0%
Holding current value
$259,644
Previous $294 Million -0.0%
% of portfolio
0.23%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$139.08 - $161.22 $556 - $644
4 Added 0.2%
1,979 $294 Million
Q4 2023

Feb 14, 2024

BUY
$134.83 - $162.94 $266,289 - $321,806
1,975 New
1,975 $311 Million

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $95.7B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.