A detailed history of Biltmore Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 5,463 shares of UPS stock, worth $741,219. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,463
Previous 3,731 46.42%
Holding current value
$741,219
Previous $510,000 45.88%
% of portfolio
0.31%
Previous 0.22%

Shares

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

Oct 04, 2024

BUY
$123.32 - $147.38 $213,590 - $255,262
1,732 Added 46.42%
5,463 $744,000
Q2 2024

Jul 12, 2024

SELL
$134.2 - $152.27 $12,614 - $14,313
-94 Reduced 2.46%
3,731 $510,000
Q4 2023

Jan 24, 2024

BUY
$134.83 - $162.94 $5,393 - $6,517
40 Added 1.06%
3,825 $601,000
Q3 2023

Oct 10, 2023

BUY
$151.9 - $188.34 $5,468 - $6,780
36 Added 0.96%
3,785 $589,000
Q2 2023

Jul 11, 2023

BUY
$166.61 - $196.03 $624,620 - $734,916
3,749 New
3,749 $672,000
Q3 2018

Oct 10, 2018

SELL
$105.76 - $124.66 $757,981 - $893,438
-7,167 Closed
0 $0
Q2 2018

Jul 19, 2018

BUY
$103.84 - $118.34 $68,845 - $78,459
663 Added 10.19%
7,167 $761,000
Q1 2018

May 10, 2018

SELL
$101.66 - $134.09 $33,547 - $44,249
-330 Reduced 4.83%
6,504 $681,000
Q4 2017

Feb 08, 2018

BUY
$112.55 - $123.72 $18,683 - $20,537
166 Added 2.49%
6,834 $814,000
Q3 2017

Nov 02, 2017

BUY
$110.17 - $120.09 $734,613 - $800,760
6,668
6,668 $801,000

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 $99B
  • 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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