A detailed history of Caliber Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 13,925 shares of UPS stock, worth $1.88 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
13,925
Previous 13,052 6.69%
Holding current value
$1.88 Million
Previous $2.05 Million 0.83%
% of portfolio
1.1%
Previous 1.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$139.08 - $161.22 $121,416 - $140,745
873 Added 6.69%
13,925 $2.07 Million
Q4 2023

Apr 22, 2024

BUY
$134.83 - $162.94 $93,167 - $112,591
691 Added 5.59%
13,052 $2.05 Million
Q3 2023

Oct 16, 2023

BUY
$151.9 - $188.34 $29,468 - $36,537
194 Added 1.59%
12,361 $1.93 Million
Q2 2023

Jul 27, 2023

BUY
$166.61 - $196.03 $212,927 - $250,526
1,278 Added 11.74%
12,167 $2.18 Million
Q1 2023

Apr 10, 2023

BUY
$173.82 - $193.99 $114,373 - $127,645
658 Added 6.43%
10,889 $2.11 Million
Q4 2022

Jan 24, 2023

SELL
$159.14 - $190.36 $12,731 - $15,228
-80 Reduced 0.78%
10,231 $0
Q3 2022

Oct 17, 2022

BUY
$161.54 - $208.05 $135,047 - $173,929
836 Added 8.82%
10,311 $1.67 Million
Q2 2022

Jul 12, 2022

BUY
$167.39 - $206.64 $161,531 - $199,407
965 Added 11.34%
9,475 $1.73 Million
Q1 2022

Apr 14, 2022

BUY
$194.83 - $232.11 $1.66 Million - $1.98 Million
8,510 New
8,510 $1.83 Million

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 $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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