A detailed history of Iams Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Iams Wealth Management, LLC holds 41,540 shares of UPS stock, worth $5.56 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
41,540
Previous 40,655 2.18%
Holding current value
$5.56 Million
Previous $5.56 Billion 1.8%
% of portfolio
2.78%
Previous 3.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$123.32 - $147.38 $109,138 - $130,431
885 Added 2.18%
41,540 $5.66 Billion
Q2 2024

Aug 05, 2024

BUY
$134.2 - $152.27 $234,715 - $266,320
1,749 Added 4.5%
40,655 $5.56 Billion
Q1 2024

Apr 18, 2024

BUY
$139.08 - $161.22 $224,614 - $260,370
1,615 Added 4.33%
38,906 $5.75 Billion
Q4 2023

Feb 07, 2024

SELL
$134.83 - $162.94 $6,337 - $7,658
-47 Reduced 0.13%
37,291 $5.86 Billion
Q3 2023

Nov 14, 2023

BUY
$151.9 - $188.34 $5.67 Million - $7.03 Million
37,338 New
37,338 $5.82 Billion
Q1 2023

Oct 30, 2023

BUY
$173.82 - $193.99 $356,678 - $398,067
2,052 Added 6.13%
35,546 $6.79 Billion
Q4 2022

Oct 27, 2023

BUY
$159.14 - $190.36 $5.33 Million - $6.38 Million
33,494 New
33,494 $5.82 Billion

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 $97.7B
  • 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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.