Erts Wealth Advisors, LLC United Parcel Service Inc Transaction History

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024

A detailed history of Erts Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 2,584 shares of UPS stock, worth $346,049. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,584
Previous 2,900 10.9%
Holding current value
$346,049
Previous $396,000 11.11%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 17, 2024
SELL
$123.32 - $147.38 $38,969 - $46,572
-316 Reduced 10.9%
2,584 $352,000
Q2 2024

Jul 18, 2024
SELL
$134.2 - $152.27 $17,714 - $20,099
-132 Reduced 4.35%
2,900 $396,000
Q1 2024

Apr 23, 2024
SELL
$139.08 - $161.22 $8,205 - $9,511
-59 Reduced 1.91%
3,032 $450,000
Q4 2023

Jan 23, 2024
SELL
$134.83 - $162.94 $7,954 - $9,613
-59 Reduced 1.87%
3,091 $485,000
Q3 2023

Oct 16, 2023
BUY
$151.9 - $188.34 $12,000 - $14,878
79 Added 2.57%
3,150 $490,000
Q2 2023

Jul 17, 2023
SELL
$166.61 - $196.03 $11,829 - $13,918
-71 Reduced 2.26%
3,071 $550,000
Q1 2023

Apr 18, 2023
SELL
$173.82 - $193.99 $51,450 - $57,421
-296 Reduced 8.61%
3,142 $609,000
Q4 2022

Jan 27, 2023
BUY
$159.14 - $190.36 $7,320 - $8,756
46 Added 1.36%
3,438 $597,000
Q3 2022

Nov 08, 2022
SELL
$161.54 - $208.05 $5,169 - $6,657
-32 Reduced 0.93%
3,392 $548,000
Q2 2022

Aug 08, 2022
SELL
$167.39 - $206.64 $334 - $413
-2 Reduced 0.06%
3,424 $625,000
Q1 2022

May 11, 2022
SELL
$194.83 - $232.11 $24,548 - $29,245
-126 Reduced 3.55%
3,426 $735,000
Q4 2021

Feb 15, 2022
SELL
$178.42 - $218.07 $21,410 - $26,168
-120 Reduced 3.27%
3,552 $760,000
Q3 2021

Oct 13, 2021
SELL
$182.1 - $214.26 $9,105 - $10,713
-50 Reduced 1.34%
3,672 $668,000
Q2 2021

Aug 11, 2021
SELL
$171.28 - $217.5 $25,863 - $32,842
-151 Reduced 3.9%
3,722 $774,000
Q1 2021

May 07, 2021
SELL
$155.0 - $169.99 $4,030 - $4,419
-26 Reduced 0.67%
3,873 $658,000
Q4 2020

Feb 12, 2021
SELL
$155.78 - $176.54 $16,824 - $19,066
-108 Reduced 2.7%
3,899 $657,000
Q3 2020

Nov 13, 2020
SELL
$113.76 - $168.9 $7,735 - $11,485
-68 Reduced 1.67%
4,007 $668,000
Q2 2020

Aug 14, 2020
SELL
$90.0 - $111.18 $107,190 - $132,415
-1,191 Reduced 22.62%
4,075 $453,000
Q1 2020

May 15, 2020
BUY
$86.17 - $118.61 $255,407 - $351,560
2,964 Added 128.76%
5,266 $492,000
Q4 2019

Feb 19, 2020
BUY
$112.74 - $124.3 $214,318 - $236,294
1,901 Added 474.06%
2,302 $269,000
Q4 2019

Feb 12, 2020
SELL
$112.74 - $124.3 $214,318 - $236,294
-1,901 Reduced 82.58%
401 $39,000
Q3 2019

Nov 05, 2019
BUY
$101.62 - $122.85 $193,179 - $233,537
1,901 Added 474.06%
2,302 $276,000
Q4 2018

Feb 14, 2019
BUY
$89.89 - $118.78 $36,045 - $47,630
401 New
401 $39,000

Others Institutions Holding UPS

# of Institutions
2,431
Shares Held
524M
Call Options Held
13.8M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • 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 ...
More about UPS
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