Marshall Financial Group LLC United Parcel Service Inc Transaction History

Marshall Financial Group LLC

$449 Million
Q1 2025

A detailed history of Marshall Financial Group LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,943 shares of UPS stock, worth $187,363. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,943

Previous 1,944 0.05%

Holding current value

$187,363

Previous $245,000 13.06%

% of portfolio

0.05%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$109.66 - $136.26 $109 - $136	-1 Reduced 0.05%	1,943 $213,000
Q4 2024 Jan 21, 2025	SELL	$122.65 - $138.35 $1,349 - $1,521	-11 Reduced 0.56%	1,944 $245,000
Q3 2024 Oct 16, 2024	BUY	$123.32 - $147.38 $24,664 - $29,476	200 Added 11.4%	1,955 $266,000
Q2 2024 Jul 19, 2024	SELL	$134.2 - $152.27 $1,207 - $1,370	-9 Reduced 0.51%	1,755 $240,000
Q1 2024 Apr 19, 2024	SELL	$139.08 - $161.22 $1,808 - $2,095	-13 Reduced 0.73%	1,764 $262,000
Q4 2023 Jan 10, 2024	SELL	$134.83 - $162.94 $8,629 - $10,428	-64 Reduced 3.48%	1,777 $279,000
Q3 2023 Oct 19, 2023	SELL	$151.9 - $188.34 $644,359 - $798,938	-4,242 Reduced 69.74%	1,841 $286,000
Q2 2023 Jul 17, 2023	SELL	$166.61 - $196.03 $15,494 - $18,230	-93 Reduced 1.51%	6,083 $1.09 Million
Q1 2023 Apr 18, 2023	SELL	$173.82 - $193.99 $2,954 - $3,297	-17 Reduced 0.27%	6,176 $1.2 Million
Q4 2022 Feb 01, 2023	SELL	$159.14 - $190.36 $2,387 - $2,855	-15 Reduced 0.24%	6,193 $1.08 Million
Q2 2022 Jul 25, 2022	SELL	$167.39 - $206.64 $34,984 - $43,187	-209 Reduced 3.26%	6,208 $1.13 Million
Q1 2022 May 10, 2022	SELL	$194.83 - $232.11 $2,532 - $3,017	-13 Reduced 0.2%	6,417 $1.38 Million
Q4 2021 Jan 27, 2022	BUY	$178.42 - $218.07 $758,998 - $927,669	4,254 Added 195.5%	6,430 $1.38 Million
Q3 2021 Oct 28, 2021	BUY	$182.1 - $214.26 $13,293 - $15,640	73 Added 3.47%	2,176 $396,000
Q2 2021 Jul 14, 2021	SELL	$171.28 - $217.5 $31,001 - $39,367	-181 Reduced 7.92%	2,103 $437,000
Q1 2021 Apr 20, 2021	SELL	$155.0 - $169.99 $24,800 - $27,198	-160 Reduced 6.55%	2,284 $388,000
Q4 2020 Jan 29, 2021	BUY	$155.78 - $176.54 $380,726 - $431,463	2,444 New	2,444 $412,000

Others Institutions Holding UPS

# of Institutions

2,567

Shares Held

496M

Call Options Held

13.9M

Put Options Held

14M

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 $70.3B
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 ...

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Marshall Financial Group LLC United Parcel Service Inc Transaction History