A detailed history of Defined Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Defined Wealth Management, LLC holds 2,922 shares of UPS stock, worth $369,223. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,922
Previous 3,414 14.41%
Holding current value
$369,223
Previous $467,000 14.78%
% of portfolio
0.27%
Previous 0.33%

Shares

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

Oct 31, 2024

SELL
$123.32 - $147.38 $60,673 - $72,510
-492 Reduced 14.41%
2,922 $398,000
Q2 2024

Aug 05, 2024

SELL
$134.2 - $152.27 $23,216 - $26,342
-173 Reduced 4.82%
3,414 $467,000
Q1 2024

Apr 15, 2024

SELL
$139.08 - $161.22 $1,251 - $1,450
-9 Reduced 0.25%
3,587 $533,000
Q4 2023

Jan 09, 2024

BUY
$134.83 - $162.94 $4,988 - $6,028
37 Added 1.04%
3,596 $565,000
Q2 2023

Jul 28, 2023

BUY
$166.61 - $196.03 $499 - $588
3 Added 0.08%
3,559 $637,000
Q3 2021

Oct 21, 2021

BUY
$182.1 - $214.26 $5,645 - $6,642
31 Added 0.88%
3,556 $648,000
Q4 2020

Mar 09, 2021

BUY
$155.78 - $176.54 $549,124 - $622,303
3,525 New
3,525 $594,000

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 $92.2B
  • 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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