A detailed history of Carson Advisory Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Carson Advisory Inc. holds 9,820 shares of UPS stock, worth $1.4 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
9,820
Previous 8,975 9.42%
Holding current value
$1.4 Million
Previous $1.41 Million 3.4%
% of portfolio
1.06%
Previous 1.12%

Shares

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

May 03, 2024

BUY
$139.08 - $161.22 $117,522 - $136,230
845 Added 9.42%
9,820 $1.46 Million
Q4 2023

Feb 06, 2024

BUY
$134.83 - $162.94 $18,876 - $22,811
140 Added 1.58%
8,975 $1.41 Million
Q3 2023

Nov 08, 2023

BUY
$151.9 - $188.34 $46,025 - $57,067
303 Added 3.55%
8,835 $1.38 Million
Q2 2023

Jul 28, 2023

BUY
$166.61 - $196.03 $1.42 Million - $1.67 Million
8,532 New
8,532 $1.53 Million
Q1 2023

May 05, 2023

SELL
$173.82 - $193.99 $88,995 - $99,322
-512 Reduced 5.89%
8,183 $1.59 Million
Q4 2022

Feb 08, 2023

BUY
$159.14 - $190.36 $73,522 - $87,946
462 Added 5.61%
8,695 $1.51 Million
Q3 2022

Nov 07, 2022

BUY
$161.54 - $208.05 $969 - $1,248
6 Added 0.07%
8,233 $1.33 Million
Q2 2022

Aug 03, 2022

BUY
$167.39 - $206.64 $58,753 - $72,530
351 Added 4.46%
8,227 $1.5 Million
Q1 2022

May 03, 2022

SELL
$194.83 - $232.11 $40,134 - $47,814
-206 Reduced 2.55%
7,876 $1.69 Million
Q4 2021

Feb 08, 2022

BUY
$178.42 - $218.07 $1.44 Million - $1.76 Million
8,082 New
8,082 $1.73 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 $104B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.