A detailed history of Cyndeo Wealth Partners, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 65,131 shares of UPS stock, worth $8.71 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
65,131
Previous 31,622 105.97%
Holding current value
$8.71 Million
Previous $4.33 Million 105.13%
% of portfolio
0.63%
Previous 0.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$123.32 - $147.38 $4.13 Million - $4.94 Million
33,509 Added 105.97%
65,131 $8.88 Million
Q2 2024

Jul 30, 2024

BUY
$134.2 - $152.27 $519,890 - $589,893
3,874 Added 13.96%
31,622 $4.33 Million
Q1 2024

Apr 16, 2024

BUY
$139.08 - $161.22 $886,078 - $1.03 Million
6,371 Added 29.8%
27,748 $4.12 Million
Q4 2023

Jan 12, 2024

BUY
$134.83 - $162.94 $4,314 - $5,214
32 Added 0.15%
21,377 $3.36 Million
Q3 2023

Oct 10, 2023

SELL
$151.9 - $188.34 $350,129 - $434,123
-2,305 Reduced 9.75%
21,345 $3.33 Million
Q2 2023

Jul 27, 2023

SELL
$166.61 - $196.03 $646,113 - $760,204
-3,878 Reduced 14.09%
23,650 $4.24 Million
Q1 2023

Apr 21, 2023

SELL
$173.82 - $193.99 $84,650 - $94,473
-487 Reduced 1.74%
27,528 $5.34 Million
Q4 2022

Jan 25, 2023

BUY
$159.14 - $190.36 $4.46 Million - $5.33 Million
28,015 New
28,015 $0

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 $97.6B
  • 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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