A detailed history of Carson Allaria Wealth Management, Ltd. transactions in United Parcel Service Inc stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,077 shares of UPS stock, worth $145,201. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,077
Previous 951 13.25%
Holding current value
$145,201
Previous $130,000 12.31%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 21, 2024

BUY
$123.32 - $147.38 $15,538 - $18,569
126 Added 13.25%
1,077 $146,000
Q2 2024

Jul 22, 2024

SELL
$134.2 - $152.27 $2,281 - $2,588
-17 Reduced 1.76%
951 $130,000
Q1 2024

May 07, 2024

BUY
$139.08 - $161.22 $25,451 - $29,503
183 Added 23.31%
968 $143,000
Q4 2023

Feb 08, 2024

SELL
$134.83 - $162.94 $1,348 - $1,629
-10 Reduced 1.26%
785 $123,000
Q3 2023

Nov 09, 2023

SELL
$151.9 - $188.34 $2,582 - $3,201
-17 Reduced 2.09%
795 $123,000
Q2 2023

Aug 01, 2023

BUY
$166.61 - $196.03 $833 - $980
5 Added 0.62%
812 $145,000
Q1 2023

Apr 26, 2023

BUY
$173.82 - $193.99 $695 - $775
4 Added 0.5%
807 $156,000
Q4 2022

Feb 06, 2023

BUY
$159.14 - $190.36 $477 - $571
3 Added 0.38%
803 $140,000
Q3 2022

Nov 09, 2022

BUY
$161.54 - $208.05 $484 - $624
3 Added 0.38%
800 $129,000
Q2 2022

Aug 02, 2022

BUY
$167.39 - $206.64 $836 - $1,033
5 Added 0.63%
797 $146,000
Q1 2022

May 05, 2022

BUY
$194.83 - $232.11 $3,506 - $4,177
18 Added 2.33%
792 $170,000
Q4 2021

Feb 10, 2022

BUY
$178.42 - $218.07 $138,097 - $168,786
774 New
774 $166,000

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 $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
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.