Forth Right Wealth Management, LLC United Parcel Service Inc Transaction History

Forth Right Wealth Management, LLC

$290 Million
Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 9,469 shares of UPS stock, worth $1.3 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

9,469

Previous 9,535 0.69%

Holding current value

$1.3 Million

Previous $1.3 Million 1.07%

% of portfolio

0.44%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$123.32 - $147.38 $8,139 - $9,727	-66 Reduced 0.69%	9,469 $1.29 Million
Q2 2024 Jul 12, 2024	BUY	$134.2 - $152.27 $134 - $152	1 Added 0.01%	9,535 $1.3 Million
Q1 2024 Apr 23, 2024	SELL	$139.08 - $161.22 $19,471 - $22,570	-140 Reduced 1.45%	9,534 $1.42 Million
Q4 2023 Jan 23, 2024	SELL	$134.83 - $162.94 $1,483 - $1,792	-11 Reduced 0.11%	9,674 $1.52 Million
Q3 2023 Oct 24, 2023	BUY	$151.9 - $188.34 $1,974 - $2,448	13 Added 0.13%	9,685 $1.51 Million
Q2 2023 Jul 17, 2023	SELL	$166.61 - $196.03 $40,819 - $48,027	-245 Reduced 2.47%	9,672 $1.73 Million
Q1 2023 Apr 18, 2023	BUY	$173.82 - $193.99 $18,077 - $20,174	104 Added 1.06%	9,917 $1.92 Million
Q4 2022 Jan 17, 2023	BUY	$159.14 - $190.36 $25,303 - $30,267	159 Added 1.65%	9,813 $0
Q1 2022 Apr 19, 2022	BUY	$194.83 - $232.11 $1.48 Million - $1.76 Million	7,584 Added 366.38%	9,654 $2.07 Million
Q1 2022 Apr 14, 2022	SELL	$194.83 - $232.11 $1.5 Million - $1.78 Million	-7,684 Reduced 78.78%	2,070 $2.07 Million
Q3 2021 Oct 26, 2021	BUY	$182.1 - $214.26 $38,605 - $45,423	212 Added 2.22%	9,754 $1.78 Million
Q2 2021 Jul 23, 2021	SELL	$171.28 - $217.5 $50,013 - $63,510	-292 Reduced 2.97%	9,542 $1.98 Million
Q1 2021 Apr 26, 2021	BUY	$155.0 - $169.99 $1.52 Million - $1.67 Million	9,834 New	9,834 $1.67 Million

Others Institutions Holding UPS

# of Institutions

2,447

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $100B
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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Forth Right Wealth Management, LLC United Parcel Service Inc Transaction History