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Holistic Financial Partners
> UPS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | UNITED PARCEL SERVICE INC | UPS | 0 | -1,236 | 0 | -214,866,000 | |
| 12/31/2022 | UNITED PARCEL SERVICE INC | UPS | 1,236 | 1,236 | 214,866,000 | 214,866,000 | $173,839.81 |
| 09/30/2022 | UNITED PARCEL SERVICE INC | UPS | 0 | -1,232 | 0 | -225,000 | |
| 06/30/2022 | UNITED PARCEL SERVICE INC | UPS | 1,232 | -292 | 225,000 | -102,000 | $182.63 |
| 03/31/2022 | UNITED PARCEL SERVICE INC | UPS | 1,524 | 94 | 327,000 | 20,000 | $214.57 |
| 12/31/2021 | UNITED PARCEL SERVICE INC | UPS | 1,430 | 99 | 307,000 | 65,000 | $214.69 |
| 09/30/2021 | UNITED PARCEL SERVICE INC | UPS | 1,331 | 1,331 | 242,000 | 242,000 | $181.82 |
| 03/31/2021 | UNITED PARCEL SERVICE INC | UPS | 0 | -1,353 | 0 | -228,000 | |
| 12/31/2020 | UNITED PARCEL SERVICE INC | UPS | 1,353 | 50 | 228,000 | 13,000 | $168.51 |
| 09/30/2020 | UNITED PARCEL SERVICE INC | UPS | 1,303 | 1,303 | 215,000 | 215,000 | $165.00 |
| 03/31/2020 | UNITED PARCEL SERVICE INC | UPS | 0 | -2,021 | 0 | -237,000 | |
| 12/31/2019 | UNITED PARCEL SERVICE INC | UPS | 2,021 | 2,021 | 237,000 | 237,000 | $117.27 |
| 06/30/2018 | UNITED PARCEL SERVICE INC | UPS | 0 | -81 | 0 | -8,000 | |
| 03/31/2018 | UNITED PARCEL SERVICE INC | UPS | 81 | 0 | 8,000 | -2,000 | $98.77 |
| 12/31/2017 | UNITED PARCEL SERVICE INC | UPS | 81 | 81 | 10,000 | 10,000 | $123.46 |
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