A detailed history of Forum Financial Management, LP transactions in United Parcel Service Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 3,019 shares of UPS stock, worth $381,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,019
Previous 3,019 -0.0%
Holding current value
$381,178
Previous $413,000 0.48%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$134.2 - $152.27 $21,069 - $23,906
157 Added 5.49%
3,019 $413,000
Q1 2024

May 09, 2024

BUY
$139.08 - $161.22 $1,808 - $2,095
13 Added 0.46%
2,862 $425,000
Q4 2023

Feb 07, 2024

SELL
$134.83 - $162.94 $261,435 - $315,940
-1,939 Reduced 40.5%
2,849 $447,000
Q3 2023

Nov 03, 2023

SELL
$151.9 - $188.34 $303 - $376
-2 Reduced 0.04%
4,788 $746,000
Q2 2023

Jul 26, 2023

BUY
$166.61 - $196.03 $74,308 - $87,429
446 Added 10.27%
4,790 $858,000
Q1 2023

Apr 19, 2023

BUY
$173.82 - $193.99 $17,208 - $19,205
99 Added 2.33%
4,344 $842,000
Q4 2022

Jan 24, 2023

BUY
$159.14 - $190.36 $27,690 - $33,122
174 Added 4.27%
4,245 $0
Q3 2022

Nov 07, 2022

BUY
$161.54 - $208.05 $29,238 - $37,657
181 Added 4.65%
4,071 $658,000
Q2 2022

Aug 15, 2022

SELL
$167.39 - $206.64 $33,812 - $41,741
-202 Reduced 4.94%
3,890 $710,000
Q1 2022

May 16, 2022

BUY
$194.83 - $232.11 $90,011 - $107,234
462 Added 12.73%
4,092 $877,000
Q4 2021

Feb 18, 2022

BUY
$178.42 - $218.07 $647,664 - $791,594
3,630 New
3,630 $778,000

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 $92.1B
  • 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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