A detailed history of Cassady Schiller Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 128 shares of UPS stock, worth $16,096. This represents 0.01% of its overall portfolio holdings.

Number of Shares
128
Previous 128 -0.0%
Holding current value
$16,096
Previous $17,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$134.2 - $152.27 $47,775 - $54,208
-356 Reduced 73.55%
128 $17,000
Q1 2024

May 13, 2024

SELL
$139.08 - $161.22 $13,908 - $16,122
-100 Reduced 17.12%
484 $71,000
Q3 2023

Nov 09, 2023

BUY
$151.9 - $188.34 $4,708 - $5,838
31 Added 5.61%
584 $91,000
Q2 2023

Aug 10, 2023

BUY
$166.61 - $196.03 $12,329 - $14,506
74 Added 15.45%
553 $99,000
Q1 2023

May 12, 2023

SELL
$173.82 - $193.99 $29,897 - $33,366
-172 Reduced 26.42%
479 $92,000
Q4 2022

May 16, 2023

BUY
$159.14 - $190.36 $1,909 - $2,284
12 Added 2.51%
491 $85,000
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $103,600 - $123,924
651 New
651 $113,000
Q1 2022

May 12, 2022

SELL
$194.83 - $232.11 $90,206 - $107,466
-463 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$178.42 - $218.07 $82,608 - $100,966
463 New
463 $99,000

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 $91.7B
  • 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
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