Forum Financial Management, LP United Parcel Service Inc Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in United Parcel Service Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 3,931 shares of UPS stock, worth $373,680. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,931
Previous 5,254 25.18%
Holding current value
$373,680
Previous $530,000 38.11%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$82.58 - $105.54 $109,253 - $139,629
-1,323 Reduced 25.18%
3,931 $328,000
Q2 2025

Jul 30, 2025
SELL
$91.92 - $110.2 $20,957 - $25,125
-228 Reduced 4.16%
5,254 $530,000
Q1 2025

May 02, 2025
BUY
$109.66 - $136.26 $135,978 - $168,962
1,240 Added 29.23%
5,482 $602,000
Q4 2024

Feb 13, 2025
BUY
$122.65 - $138.35 $150,000 - $169,202
1,223 Added 40.51%
4,242 $534,000
Q2 2024

Jul 30, 2024
BUY
$134.2 - $152.27 $21,069 - $23,906
157 Added 5.49%
3,019 $413,000
Q1 2024

May 09, 2024
BUY
$139.08 - $161.22 $1,808 - $2,095
13 Added 0.46%
2,862 $425,000
Q4 2023

Feb 07, 2024
SELL
$134.83 - $162.94 $261,435 - $315,940
-1,939 Reduced 40.5%
2,849 $447,000
Q3 2023

Nov 03, 2023
SELL
$151.9 - $188.34 $303 - $376
-2 Reduced 0.04%
4,788 $746,000
Q2 2023

Jul 26, 2023
BUY
$166.61 - $196.03 $74,308 - $87,429
446 Added 10.27%
4,790 $858,000
Q1 2023

Apr 19, 2023
BUY
$173.82 - $193.99 $17,208 - $19,205
99 Added 2.33%
4,344 $842,000
Q4 2022

Jan 24, 2023
BUY
$159.14 - $190.36 $27,690 - $33,122
174 Added 4.27%
4,245 $0
Q3 2022

Nov 07, 2022
BUY
$161.54 - $208.05 $29,238 - $37,657
181 Added 4.65%
4,071 $658,000
Q2 2022

Aug 15, 2022
SELL
$167.39 - $206.64 $33,812 - $41,741
-202 Reduced 4.94%
3,890 $710,000
Q1 2022

May 16, 2022
BUY
$194.83 - $232.11 $90,011 - $107,234
462 Added 12.73%
4,092 $877,000
Q4 2021

Feb 18, 2022
BUY
$178.42 - $218.07 $647,664 - $791,594
3,630 New
3,630 $778,000

Others Institutions Holding UPS

# of Institutions
2,437
Shares Held
496M
Call Options Held
16.6M
Put Options Held
15.5M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $69.3B
  • 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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