Ima Wealth, Inc. United Parcel Service Inc Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Ima Wealth, Inc. holds 497 shares of UPS stock, worth $67,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares

497

Holding current value

$67,005

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$123.32 - $147.38 $61,290 - $73,247	497 New	497 $67,000
Q2 2023 Aug 15, 2023	BUY	$166.61 - $196.03 $11,829 - $13,918	71 Added 100.0%	142 $25,000
Q1 2023 May 15, 2023	SELL	$173.82 - $193.99 $12,341 - $13,773	-71 Reduced 50.0%	71 $13,000
Q4 2021 Feb 14, 2022	SELL	$178.42 - $218.07 $2,141 - $2,616	-12 Reduced 7.79%	142 $30,000
Q3 2020 Nov 16, 2020	BUY	$113.76 - $168.9 $1,365 - $2,026	12 Added 8.45%	154 $26,000
Q1 2020 Apr 14, 2020	SELL	$86.17 - $118.61 $8,703 - $11,979	-101 Reduced 41.56%	142 $13,000
Q4 2019 Feb 24, 2020	BUY	$112.74 - $124.3 $11,386 - $12,554	101 Added 71.13%	243 $28,000
Q2 2019 Jul 19, 2019	BUY	$92.92 - $114.49 $13,194 - $16,257	142 New	142 $15,000
Q3 2018 Oct 18, 2018	SELL	$105.76 - $124.66 $5,393 - $6,357	-51 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	$103.84 - $118.34 $5,295 - $6,035	51 New	51 $5,000

Others Institutions Holding UPS

# of Institutions

2,445

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

Vanguard Group Inc Valley Forge, PA

64.8M
Shares

$8.73 Billion
0.16% of portfolio
Black Rock Inc. New York, NY

55.4M
Shares

$7.46 Billion
0.17% of portfolio
State Street Corp Boston, MA

29.6M
Shares

$3.99 Billion
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$3.22 Billion
0.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.9M
Shares

$2.96 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 $98.4B
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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