A detailed history of Holistic Planning, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Holistic Planning, LLC holds 2,097 shares of UPS stock, worth $278,963. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,097
Previous 2,162 3.01%
Holding current value
$278,963
Previous $295 Million 10.29%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

SELL
$122.65 - $138.35 $7,972 - $8,992
-65 Reduced 3.01%
2,097 $264 Million
Q3 2024

Nov 01, 2024

BUY
$123.32 - $147.38 $22,567 - $26,970
183 Added 9.25%
2,162 $295 Million
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 $97B
  • 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
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