Independent Solutions Wealth Management, LLC United Parcel Service Inc Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$123.32 - $147.38 $1.44 Million - $1.73 Million	-11,707 Closed	0 $0
Q2 2024 Dec 19, 2024	BUY	$134.2 - $152.27 $56,766 - $64,410	423 Added 3.75%	11,707 $1.6 Billion
Q1 2024 Dec 19, 2024	BUY	$139.08 - $161.22 $1.02 Million - $1.19 Million	7,369 Added 188.22%	11,284 $1.68 Billion
Q4 2023 Dec 19, 2024	SELL	$134.83 - $162.94 $374,422 - $452,484	-2,777 Reduced 41.5%	3,915 $616 Million
Q3 2023 Dec 19, 2024	SELL	$151.9 - $188.34 $310,331 - $384,778	-2,043 Reduced 23.39%	6,692 $1.04 Billion
Q2 2023 Dec 19, 2024	BUY	$166.61 - $196.03 $1.23 Million - $1.45 Million	7,409 Added 558.75%	8,735 $1.57 Billion
Q1 2023 Dec 19, 2024	SELL	$173.82 - $193.99 $3,128 - $3,491	-18 Reduced 1.34%	1,326 $257 Million
Q3 2022 Dec 19, 2024	BUY	$161.54 - $208.05 $19,384 - $24,966	120 Added 9.8%	1,344 $217 Million
Q2 2022 Dec 19, 2024	BUY	$167.39 - $206.64 $42,517 - $52,486	254 Added 26.19%	1,224 $223 Million
Q1 2022 Dec 19, 2024	BUY	$194.83 - $232.11 $188,985 - $225,146	970 New	970 $208 Million

Others Institutions Holding UPS

# of Institutions

2,446

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

Vanguard Group Inc Valley Forge, PA

64.8M
Shares

$8.18 Billion
0.16% of portfolio
Black Rock Inc. New York, NY

55.4M
Shares

$6.99 Billion
0.17% of portfolio
State Street Corp Boston, MA

29.6M
Shares

$3.74 Billion
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$3.02 Billion
0.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.9M
Shares

$2.77 Billion
0.58% of portfolio

View Full List

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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