Financial Planning & Information Services, Inc.
- SEC CIK
- 0001841433
- Latest filing
- Nov 12, 2024
UPS holding history
United Parcel Service Inc in every 13F filed by Financial Planning & Information Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPS overviewAll 13F holders of UPSFull Q3 2024 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −1,210−100.0% | Sold out | Holders |
| Q1 2023 | 1,210 | $234.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,210 | $210.3K | <0.1% | +1,210 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −996−100.0% | Sold out | Holders |
| Q1 2022 | 996 | $214.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 996 | $213.0K | 0.1% | +996 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −971−100.0% | Sold out | Holders |
| Q2 2021 | 971 | $202.0K | 0.1% | +971 | New | Holders |