A detailed history of Fortis Group Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 2,464 shares of UPS stock, worth $334,241. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,464
Previous 2,719 9.38%
Holding current value
$334,241
Previous $509 Million 28.06%
% of portfolio
0.07%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$139.08 - $161.22 $35,465 - $41,111
-255 Reduced 9.38%
2,464 $366 Million
Q4 2023

Mar 04, 2024

BUY
$134.83 - $162.94 $33,707 - $40,735
250 Added 10.13%
2,719 $509 Million
Q3 2023

Dec 01, 2023

BUY
$151.9 - $188.34 $39,190 - $48,591
258 Added 11.67%
2,469 $469 Million
Q2 2023

Jul 18, 2023

SELL
$166.61 - $196.03 $1,332 - $1,568
-8 Reduced 0.36%
2,211 $396 Million
Q1 2023

May 26, 2023

SELL
$173.82 - $193.99 $348,161 - $388,561
-2,003 Reduced 47.44%
2,219 $399 Million
Q3 2020

Nov 17, 2020

BUY
$113.76 - $168.9 $480,294 - $713,095
4,222 New
4,222 $702,000

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 $99B
  • 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 Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.