Mark Sheptoff Financial Planning, LLC United Parcel Service Inc Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 600 shares of UPS stock, worth $56,514. This represents 0.03% of its overall portfolio holdings.

Number of Shares
600
Previous 550 9.09%
Holding current value
$56,514
Previous $55,000 9.09%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$82.58 - $105.54 $4,129 - $5,277
50 Added 9.09%
600 $50,000
Q4 2024

Feb 11, 2025
SELL
$122.65 - $138.35 $30,662 - $34,587
-250 Reduced 31.25%
550 $69,000
Q2 2024

Aug 12, 2024
SELL
$134.2 - $152.27 $33,550 - $38,067
-250 Reduced 23.81%
800 $109,000
Q2 2023

Aug 10, 2023
SELL
$166.61 - $196.03 $149,949 - $176,427
-900 Reduced 46.15%
1,050 $188,000
Q3 2022

Nov 08, 2022
SELL
$161.54 - $208.05 $881,362 - $1.14 Million
-5,456 Reduced 73.67%
1,950 $315,000
Q2 2022

Aug 11, 2022
SELL
$167.39 - $206.64 $16,739 - $20,664
-100 Reduced 1.33%
7,406 $1.35 Million
Q1 2022

May 12, 2022
SELL
$194.83 - $232.11 $67,995 - $81,006
-349 Reduced 4.44%
7,506 $1.61 Million
Q4 2021

Feb 11, 2022
BUY
$178.42 - $218.07 $62,625 - $76,542
351 Added 4.68%
7,855 $1.68 Million
Q3 2021

Nov 10, 2021
SELL
$182.1 - $214.26 $295,730 - $347,958
-1,624 Reduced 17.79%
7,504 $1.37 Million
Q2 2021

Aug 12, 2021
BUY
$171.28 - $217.5 $94,375 - $119,842
551 Added 6.42%
9,128 $1.9 Million
Q1 2021

May 11, 2021
SELL
$155.0 - $169.99 $232,345 - $254,815
-1,499 Reduced 14.88%
8,577 $1.46 Million
Q4 2020

Feb 11, 2021
BUY
$155.78 - $176.54 $490,862 - $556,277
3,151 Added 45.5%
10,076 $1.7 Million
Q3 2020

Nov 12, 2020
BUY
$113.76 - $168.9 $614,304 - $912,060
5,400 Added 354.1%
6,925 $1.15 Million
Q2 2020

Aug 10, 2020
SELL
$90.0 - $111.18 $9,000 - $11,118
-100 Reduced 6.15%
1,525 $170,000
Q1 2020

May 07, 2020
BUY
$86.17 - $118.61 $129,255 - $177,915
1,500 Added 1200.0%
1,625 $152,000
Q4 2018

Feb 11, 2019
SELL
$89.89 - $118.78 $179,780 - $237,560
-2,000 Reduced 94.12%
125 $12,000
Q3 2018

Nov 13, 2018
BUY
$105.76 - $124.66 $176,090 - $207,558
1,665 Added 361.96%
2,125 $248,000
Q2 2018

Aug 09, 2018
BUY
$103.84 - $118.34 $3,634 - $4,141
35 Added 8.24%
460 $49,000
Q1 2018

May 08, 2018
SELL
$101.66 - $134.09 $20,332 - $26,818
-200 Reduced 32.0%
425 $44,000
Q3 2017

Nov 09, 2017
BUY
$110.17 - $120.09 $68,856 - $75,056
625
625 $75,000

Others Institutions Holding UPS

# of Institutions
2,360
Shares Held
470M
Call Options Held
22.8M
Put Options Held
22.3M
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 $68.7B
  • 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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