Curi Wealth Management, LLC United Parcel Service Inc Transaction History

Curi Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$134.83 - $162.94 $404 - $488	-3 Reduced 0.14%	2,179 $342,000
Q3 2023 Nov 06, 2023	SELL	$151.9 - $188.34 $16,405 - $20,340	-108 Reduced 4.72%	2,182 $340,000
Q2 2023 Jul 31, 2023	BUY	$166.61 - $196.03 $2,665 - $3,136	16 Added 0.7%	2,290 $410,000
Q1 2023 May 03, 2023	BUY	$173.82 - $193.99 $1,042 - $1,163	6 Added 0.26%	2,274 $441,000
Q4 2022 Feb 03, 2023	SELL	$159.14 - $190.36 $7,320 - $8,756	-46 Reduced 1.99%	2,268 $394,000
Q3 2022 Nov 08, 2022	BUY	$161.54 - $208.05 $227,125 - $292,518	1,406 Added 154.85%	2,314 $374,000
Q2 2022 Aug 08, 2022	BUY	$167.39 - $206.64 $130,898 - $161,592	782 Added 620.63%	908 $166,000
Q1 2022 May 06, 2022	SELL	$194.83 - $232.11 $1,753 - $2,088	-9 Reduced 6.67%	126 $27,000
Q4 2021 Feb 09, 2022	BUY	$178.42 - $218.07 $24,086 - $29,439	135 New	135 $28,000
Q1 2021 Apr 29, 2021	SELL	$155.0 - $169.99 $146,320 - $160,470	-944 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$155.78 - $176.54 $147,056 - $166,653	944 New	944 $158,000

2,431

524M

13.8M

12.9M

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $97.7B
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 ...

Get notified when there are updates to the investment portfolio of Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Curi Wealth Management, LLC with notifications on news.