Ep Wealth Advisors, LLC United Parcel Service Inc Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 32,376 shares of UPS stock, worth $4.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,376
Previous 26,943 20.16%
Holding current value
$4.08 Million
Previous $3.69 Million 19.66%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$123.32 - $147.38 $669,997 - $800,715
5,433 Added 20.16%
32,376 $4.41 Million
Q2 2024

Aug 19, 2024
BUY
$134.2 - $152.27 $840,762 - $953,971
6,265 Added 30.3%
26,943 $3.69 Million
Q1 2024

May 14, 2024
BUY
$139.08 - $161.22 $469,951 - $544,762
3,379 Added 19.53%
20,678 $3.07 Million
Q4 2023

Feb 28, 2024
SELL
$134.83 - $162.94 $165,840 - $200,416
-1,230 Reduced 6.64%
17,299 $2.72 Million
Q3 2023

Nov 22, 2023
SELL
$151.9 - $188.34 $1.01 Million - $1.25 Million
-6,634 Reduced 26.36%
18,529 $2.89 Million
Q2 2023

Aug 14, 2023
SELL
$166.61 - $196.03 $24.3 Million - $28.5 Million
-145,610 Reduced 85.27%
25,163 $4.51 Million
Q1 2023

Jun 05, 2023
BUY
$173.82 - $193.99 $26.9 Million - $30 Million
154,839 Added 971.75%
170,773 $33.1 Million
Q4 2022

Jun 12, 2023
SELL
$159.14 - $190.36 $24.7 Million - $29.6 Million
-155,236 Reduced 90.9%
15,537 $2.7 Million
Q3 2022

Dec 02, 2022
BUY
$161.54 - $208.05 $822,561 - $1.06 Million
5,092 Added 46.97%
15,934 $2.57 Million
Q2 2022

Aug 11, 2022
BUY
$167.39 - $206.64 $75,827 - $93,607
453 Added 4.36%
10,842 $1.98 Million
Q1 2022

May 20, 2022
SELL
$194.83 - $232.11 $55,526 - $66,151
-285 Reduced 2.67%
10,389 $2.23 Million
Q4 2021

Feb 17, 2022
BUY
$178.42 - $218.07 $34,791 - $42,523
195 Added 1.86%
10,674 $2.29 Million
Q3 2021

Nov 23, 2021
SELL
$182.1 - $214.26 $227 Million - $267 Million
-1,246,987 Reduced 99.17%
10,479 $1.91 Million
Q3 2021

Nov 16, 2021
BUY
$182.1 - $214.26 $227 Million - $267 Million
1,245,873 Added 10746.77%
1,257,466 $1.91 Million
Q2 2021

Aug 24, 2021
SELL
$171.28 - $217.5 $144,902 - $184,005
-846 Reduced 6.8%
11,593 $2.41 Million
Q1 2021

May 17, 2021
SELL
$155.0 - $169.99 $5.17 Million - $5.67 Million
-33,379 Reduced 72.85%
12,439 $2.12 Million
Q4 2020

Feb 18, 2021
BUY
$155.78 - $176.54 $42,839 - $48,548
275 Added 0.6%
45,818 $7.72 Million
Q3 2020

Nov 17, 2020
SELL
$113.76 - $168.9 $1.04 Million - $1.54 Million
-9,111 Reduced 16.67%
45,543 $7.59 Million
Q2 2020

Aug 14, 2020
SELL
$90.0 - $111.18 $49,860 - $61,593
-554 Reduced 1.0%
54,654 $6.08 Million
Q1 2020

May 18, 2020
SELL
$86.17 - $118.61 $43,688 - $60,135
-507 Reduced 0.91%
55,208 $5.16 Million
Q4 2019

Feb 14, 2020
SELL
$112.74 - $124.3 $120,068 - $132,379
-1,065 Reduced 1.88%
55,715 $6.52 Million
Q3 2019

Nov 18, 2019
BUY
$101.62 - $122.85 $64,731 - $78,255
637 Added 1.13%
56,780 $6.8 Million
Q2 2019

Aug 27, 2019
SELL
$92.92 - $114.49 $17,097 - $21,066
-184 Reduced 0.33%
56,143 $5.8 Million
Q1 2019

May 20, 2019
SELL
$94.45 - $112.13 $38,535 - $45,749
-408 Reduced 0.72%
56,327 $6.29 Million
Q4 2018

Feb 19, 2019
SELL
$89.89 - $118.78 $126,385 - $167,004
-1,406 Reduced 2.42%
56,735 $5.53 Million
Q3 2018

Nov 15, 2018
BUY
$105.76 - $124.66 $882,672 - $1.04 Million
8,346 Added 16.76%
58,141 $6.79 Million
Q2 2018

Aug 14, 2018
SELL
$103.84 - $118.34 $5,711 - $6,508
-55 Reduced 0.11%
49,795 $5.29 Million
Q1 2018

May 15, 2018
BUY
$101.66 - $134.09 $86,817 - $114,512
854 Added 1.74%
49,850 $5.22 Million
Q4 2017

Feb 15, 2018
SELL
$112.55 - $123.72 $45,020 - $49,488
-400 Reduced 0.81%
48,996 $5.84 Million
Q3 2017

Nov 15, 2017
SELL
$110.17 - $120.09 $866,927 - $944,988
-7,869 Reduced 13.74%
49,396 $5.93 Million
Q2 2017

Aug 17, 2017
BUY
N/A
57,265
57,265 $6.33 Million

Others Institutions Holding UPS

# of Institutions
2,446
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
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 $92B
  • 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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email