A detailed history of Ever Source Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,898 shares of UPS stock, worth $522,020. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,898
Previous 3,988 2.26%
Holding current value
$522,020
Previous $592,000 9.97%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 13, 2024

SELL
$134.2 - $152.27 $12,077 - $13,704
-90 Reduced 2.26%
3,898 $533,000
Q1 2024

Jun 11, 2024

BUY
$139.08 - $161.22 $1,112 - $1,289
8 Added 0.2%
3,988 $592,000
Q4 2023

Feb 09, 2024

BUY
$134.83 - $162.94 $19,011 - $22,974
141 Added 3.67%
3,980 $625,000
Q3 2023

Nov 03, 2023

SELL
$151.9 - $188.34 $46,937 - $58,197
-309 Reduced 7.45%
3,839 $598,000
Q2 2023

Aug 04, 2023

SELL
$166.61 - $196.03 $104,297 - $122,714
-626 Reduced 13.11%
4,148 $743,000
Q1 2023

May 11, 2023

SELL
$173.82 - $193.99 $10,603 - $11,833
-61 Reduced 1.26%
4,774 $926,000
Q4 2022

Feb 09, 2023

SELL
$159.14 - $190.36 $617,781 - $738,977
-3,882 Reduced 44.53%
4,835 $840,000
Q3 2022

Nov 07, 2022

BUY
$161.54 - $208.05 $681,375 - $877,554
4,218 Added 93.75%
8,717 $1.41 Million
Q2 2022

Aug 01, 2022

BUY
$167.39 - $206.64 $71,475 - $88,235
427 Added 10.49%
4,499 $822,000
Q1 2022

May 25, 2022

BUY
$194.83 - $232.11 $104,428 - $124,410
536 Added 15.16%
4,072 $873,000
Q4 2021

Feb 07, 2022

BUY
$178.42 - $218.07 $630,893 - $771,095
3,536 New
3,536 $758,000

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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