A detailed history of Fortem Financial Group, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Fortem Financial Group, LLC holds 5,413 shares of UPS stock, worth $724,908. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,413
Previous 6,072 10.85%
Holding current value
$724,908
Previous $902,000 17.96%
% of portfolio
0.33%
Previous 0.41%

Shares

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

Aug 02, 2024

SELL
$134.2 - $152.27 $88,437 - $100,345
-659 Reduced 10.85%
5,413 $740,000
Q1 2024

May 01, 2024

BUY
$139.08 - $161.22 $125,172 - $145,098
900 Added 17.4%
6,072 $902,000
Q4 2023

Jan 25, 2024

SELL
$134.83 - $162.94 $30,606 - $36,987
-227 Reduced 4.2%
5,172 $813,000
Q3 2023

Oct 10, 2023

SELL
$151.9 - $188.34 $240,761 - $298,518
-1,585 Reduced 22.69%
5,399 $841,000
Q2 2023

Jul 18, 2023

SELL
$166.61 - $196.03 $24,991 - $29,404
-150 Reduced 2.1%
6,984 $1.25 Million
Q1 2023

Apr 21, 2023

BUY
$173.82 - $193.99 $242,478 - $270,616
1,395 Added 24.31%
7,134 $1.38 Million
Q4 2022

Jan 17, 2023

SELL
$159.14 - $190.36 $14,163 - $16,942
-89 Reduced 1.53%
5,739 $0
Q3 2022

Nov 01, 2022

BUY
$161.54 - $208.05 $18,254 - $23,509
113 Added 1.98%
5,828 $941,000
Q2 2022

Jul 25, 2022

BUY
$167.39 - $206.64 $956,633 - $1.18 Million
5,715 New
5,715 $1.04 Million
Q1 2021

Apr 20, 2021

SELL
$155.0 - $169.99 $62,000 - $67,996
-400 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$155.78 - $176.54 $62,312 - $70,616
400 New
400 $67,000

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
Track This Portfolio

Track Fortem Financial Group, LLC Portfolio

Follow Fortem Financial Group, 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 Fortem Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortem Financial Group, LLC with notifications on news.