A detailed history of Jamison Private Wealth Management, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 176,773 shares of UPS stock, worth $23.7 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
176,773
Previous 174,530 1.29%
Holding current value
$23.7 Million
Previous $23.9 Billion 0.91%
% of portfolio
3.67%
Previous 3.97%

Shares

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

Oct 15, 2024

BUY
$123.32 - $147.38 $276,606 - $330,573
2,243 Added 1.29%
176,773 $24.1 Billion
Q2 2024

Jul 11, 2024

BUY
$134.2 - $152.27 $68,844 - $78,114
513 Added 0.29%
174,530 $23.9 Billion
Q1 2024

Apr 26, 2024

BUY
$139.08 - $161.22 $164,948 - $191,206
1,186 Added 0.69%
174,017 $25.9 Billion
Q4 2023

Jan 17, 2024

SELL
$134.83 - $162.94 $21,842 - $26,396
-162 Reduced 0.09%
172,831 $27.2 Billion
Q3 2023

Jan 05, 2024

BUY
$151.9 - $188.34 $26.3 Million - $32.6 Million
172,993 New
172,993 $27 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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.