Eads & Heald Wealth Management United Parcel Service Inc Transaction History

Eads & Heald Wealth Management

  • $203 Million
  • Q4 2024

A detailed history of Eads & Heald Wealth Management transactions in United Parcel Service Inc stock. As of the latest transaction made, Eads & Heald Wealth Management holds 2,035 shares of UPS stock, worth $232,519. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,035
Previous 3,462 41.22%
Holding current value
$232,519
Previous $472,000 45.55%
% of portfolio
0.13%
Previous 0.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$122.65 - $138.35 $175,021 - $197,425
-1,427 Reduced 41.22%
2,035 $257,000
Q3 2024

Oct 28, 2024
BUY
$123.32 - $147.38 $6,535 - $7,811
53 Added 1.55%
3,462 $472,000
Q2 2024

Jul 23, 2024
SELL
$134.2 - $152.27 $143,057 - $162,319
-1,066 Reduced 23.82%
3,409 $466,000
Q1 2024

Apr 23, 2024
SELL
$139.08 - $161.22 $135,742 - $157,350
-976 Reduced 17.9%
4,475 $665,000
Q4 2023

Jan 30, 2024
BUY
$134.83 - $162.94 $92,628 - $111,939
687 Added 14.42%
5,451 $857,000
Q3 2023

Oct 27, 2023
SELL
$151.9 - $188.34 $8,354 - $10,358
-55 Reduced 1.14%
4,764 $743,000
Q2 2023

Jul 25, 2023
SELL
$166.61 - $196.03 $49,316 - $58,024
-296 Reduced 5.79%
4,819 $864,000
Q1 2023

Apr 21, 2023
SELL
$173.82 - $193.99 $1,738 - $1,939
-10 Reduced 0.2%
5,115 $992,000
Q3 2022

Oct 27, 2022
BUY
$161.54 - $208.05 $29,884 - $38,489
185 Added 3.74%
5,125 $827,000
Q2 2022

Jul 26, 2022
BUY
$167.39 - $206.64 $64,445 - $79,556
385 Added 8.45%
4,940 $901,000
Q1 2022

Apr 27, 2022
SELL
$194.83 - $232.11 $16,560 - $19,729
-85 Reduced 1.83%
4,555 $976,000
Q4 2021

Jan 31, 2022
BUY
$178.42 - $218.07 $25,335 - $30,965
142 Added 3.16%
4,640 $994,000
Q2 2021

Jul 30, 2021
SELL
$171.28 - $217.5 $145,588 - $184,875
-850 Reduced 15.89%
4,498 $935,000
Q1 2021

Apr 29, 2021
SELL
$155.0 - $169.99 $45,260 - $49,637
-292 Reduced 5.18%
5,348 $909,000
Q4 2020

Feb 02, 2021
SELL
$155.78 - $176.54 $65,427 - $74,146
-420 Reduced 6.93%
5,640 $949,000
Q3 2020

Nov 02, 2020
SELL
$113.76 - $168.9 $338,549 - $502,646
-2,976 Reduced 32.93%
6,060 $1.01 Million
Q2 2020

Jul 29, 2020
SELL
$90.0 - $111.18 $8,550 - $10,562
-95 Reduced 1.04%
9,036 $1 Million
Q1 2020

May 01, 2020
BUY
$86.17 - $118.61 $86,600 - $119,203
1,005 Added 12.37%
9,131 $853,000
Q4 2019

Jan 31, 2020
BUY
$112.74 - $124.3 $708,458 - $781,101
6,284 Added 341.15%
8,126 $951,000
Q3 2019

Oct 31, 2019
BUY
$101.62 - $122.85 $187,184 - $226,289
1,842 New
1,842 $220,000

Others Institutions Holding UPS

# of Institutions
2,504
Shares Held
508M
Call Options Held
14.7M
Put Options Held
13.1M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $83.4B
  • 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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