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Keystone Financial Planning, Inc. → UPS
Keystone Financial Planning, Inc. UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 44.4K | — | — |
| Q2 2026 | $4.8M | 44.9K | — | — |
| Q1 2026 | $4.5M | 45.8K | — | — |
| Q4 2025 | $4.5M | 45.8K | — | — |