Holistic Financial Partners United Parcel Service Inc Transaction History

Holistic Financial Partners

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$173.82 - $193.99 $30,070 - $33,560	173 Added 14.0%	1,409 $273,000
Q4 2022 Feb 07, 2023	BUY	$159.14 - $190.36 $196,697 - $235,284	1,236 New	1,236 $214,000
Q2 2022 Aug 02, 2022	SELL	$167.39 - $206.64 $48,877 - $60,338	-292 Reduced 19.16%	1,232 $225,000
Q1 2022 May 13, 2022	BUY	$194.83 - $232.11 $18,314 - $21,818	94 Added 6.57%	1,524 $327,000
Q4 2021 Feb 11, 2022	BUY	$178.42 - $218.07 $17,663 - $21,588	99 Added 7.44%	1,430 $307,000
Q3 2021 Nov 12, 2021	BUY	$182.1 - $214.26 $242,375 - $285,180	1,331 New	1,331 $242,000
Q1 2021 May 11, 2021	SELL	$155.0 - $169.99 $209,715 - $229,996	-1,353 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$155.78 - $176.54 $7,789 - $8,827	50 Added 3.84%	1,353 $228,000
Q3 2020 Nov 13, 2020	BUY	$113.76 - $168.9 $148,229 - $220,076	1,303 New	1,303 $215,000
Q1 2020 May 05, 2020	SELL	$86.17 - $118.61 $174,149 - $239,710	-2,021 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$112.74 - $124.3 $227,847 - $251,210	2,021 New	2,021 $237,000
Q2 2018 Aug 14, 2018	SELL	$103.84 - $118.34 $8,411 - $9,585	-81 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$112.55 - $123.72 $9,116 - $10,021	81	81 $10,000

2,447

510M

14.9M

12.9M

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $100B
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 ...

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