A detailed history of Encompass Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,134 shares of UPS stock, worth $394,100. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,134
Previous 3,134 -0.0%
Holding current value
$394,100
Previous $428,000 0.23%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Aug 08, 2024

SELL
$134.2 - $152.27 $366,097 - $415,392
-2,728 Reduced 46.54%
3,134 $428,000
Q1 2024

May 10, 2024

BUY
$139.08 - $161.22 $374,820 - $434,487
2,695 Added 85.1%
5,862 $871,000
Q4 2023

Feb 13, 2024

BUY
$134.83 - $162.94 $219,098 - $264,777
1,625 Added 105.38%
3,167 $497,000
Q3 2023

Nov 07, 2023

SELL
$151.9 - $188.34 $7,595 - $9,417
-50 Reduced 3.14%
1,542 $240,000
Q1 2023

May 04, 2023

SELL
$173.82 - $193.99 $55,100 - $61,494
-317 Reduced 16.61%
1,592 $308,000
Q3 2022

Oct 28, 2022

BUY
$161.54 - $208.05 $308,379 - $397,167
1,909 New
1,909 $308,000
Q1 2021

May 25, 2021

SELL
$155.0 - $169.99 $74,090 - $81,255
-478 Closed
0 $0
Q4 2020

Mar 09, 2021

SELL
$155.78 - $176.54 $233,202 - $264,280
-1,497 Reduced 75.8%
478 $80,000
Q4 2020

Mar 09, 2021

BUY
$155.78 - $176.54 $307,665 - $348,666
1,975 New
1,975 $333,000

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
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC 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 Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.