A detailed history of Evermay Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,675 shares of UPS stock, worth $358,235. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,675
Previous 4,167 35.81%
Holding current value
$358,235
Previous $570,000 36.14%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 25, 2024

SELL
$123.32 - $147.38 $183,993 - $219,890
-1,492 Reduced 35.81%
2,675 $364,000
Q2 2024

Aug 01, 2024

SELL
$134.2 - $152.27 $38,918 - $44,158
-290 Reduced 6.51%
4,167 $570,000
Q1 2024

May 13, 2024

BUY
$139.08 - $161.22 $8,762 - $10,156
63 Added 1.43%
4,457 $662,000
Q4 2023

Feb 09, 2024

BUY
$134.83 - $162.94 $674 - $814
5 Added 0.11%
4,394 $690,000
Q3 2023

Nov 13, 2023

BUY
$151.9 - $188.34 $759 - $941
5 Added 0.11%
4,389 $684,000
Q2 2023

Aug 10, 2023

SELL
$166.61 - $196.03 $34,155 - $40,186
-205 Reduced 4.47%
4,384 $785,000
Q1 2023

May 15, 2023

SELL
$173.82 - $193.99 $26,073 - $29,098
-150 Reduced 3.17%
4,589 $890,000
Q4 2022

Jan 19, 2023

SELL
$159.14 - $190.36 $56,017 - $67,006
-352 Reduced 6.91%
4,739 $0
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $25,038 - $32,247
-155 Reduced 2.95%
5,091 $822,000
Q2 2022

Aug 15, 2022

BUY
$167.39 - $206.64 $88,381 - $109,105
528 Added 11.19%
5,246 $958,000
Q1 2022

May 16, 2022

BUY
$194.83 - $232.11 $9,741 - $11,605
50 Added 1.07%
4,718 $1.01 Million
Q4 2021

Feb 14, 2022

BUY
$178.42 - $218.07 $53,525 - $65,421
300 Added 6.87%
4,668 $1 Million
Q3 2021

Nov 12, 2021

SELL
$182.1 - $214.26 $32,778 - $38,566
-180 Reduced 3.96%
4,368 $795,000
Q2 2021

Aug 13, 2021

SELL
$171.28 - $217.5 $56,522 - $71,775
-330 Reduced 6.77%
4,548 $946,000
Q1 2021

May 10, 2021

SELL
$155.0 - $169.99 $17,050 - $18,698
-110 Reduced 2.21%
4,878 $829,000
Q4 2020

Feb 16, 2021

SELL
$155.78 - $176.54 $7,789 - $8,827
-50 Reduced 0.99%
4,988 $840,000
Q3 2020

Nov 05, 2020

SELL
$113.76 - $168.9 $1,137 - $1,689
-10 Reduced 0.2%
5,038 $839,000
Q2 2020

Jul 20, 2020

BUY
$90.0 - $111.18 $67,950 - $83,940
755 Added 17.59%
5,048 $561,000
Q1 2020

Apr 24, 2020

SELL
$86.17 - $118.61 $64,024 - $88,127
-743 Reduced 14.75%
4,293 $401,000
Q4 2019

Feb 11, 2020

BUY
$112.74 - $124.3 $123,450 - $136,108
1,095 Added 27.78%
5,036 $590,000
Q3 2019

Oct 29, 2019

SELL
$101.62 - $122.85 $58,431 - $70,638
-575 Reduced 12.73%
3,941 $472,000
Q2 2019

Jul 23, 2019

SELL
$92.92 - $114.49 $9,106 - $11,220
-98 Reduced 2.12%
4,516 $466,000
Q1 2019

May 03, 2019

BUY
$94.45 - $112.13 $60,448 - $71,763
640 Added 16.1%
4,614 $516,000
Q4 2018

Jan 24, 2019

BUY
$89.89 - $118.78 $357,222 - $472,031
3,974 New
3,974 $388,000
Q1 2018

May 04, 2018

SELL
$101.66 - $134.09 $206,471 - $272,336
-2,031 Closed
0 $0
Q4 2017

Feb 07, 2018

SELL
$112.55 - $123.72 $16,882 - $18,558
-150 Reduced 6.88%
2,031 $242,000
Q3 2017

Oct 23, 2017

BUY
$110.17 - $120.09 $240,280 - $261,916
2,181
2,181 $262,000

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 $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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