Forvis Wealth Advisors, LLC United Parcel Service Inc Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,523 shares of UPS stock, worth $982,879. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,523
Previous 8,203 8.29%
Holding current value
$982,879
Previous $1.22 Million 15.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 09, 2024
SELL
$134.2 - $152.27 $91,255 - $103,543
-680 Reduced 8.29%
7,523 $1.03 Million
Q1 2024

Apr 19, 2024
SELL
$139.08 - $161.22 $39,637 - $45,947
-285 Reduced 3.36%
8,203 $1.22 Million
Q4 2023

Jan 11, 2024
SELL
$134.83 - $162.94 $241,345 - $291,662
-1,790 Reduced 17.42%
8,488 $1.33 Million
Q3 2023

Oct 25, 2023
SELL
$151.9 - $188.34 $53,468 - $66,295
-352 Reduced 3.31%
10,278 $1.6 Million
Q2 2023

Aug 08, 2023
SELL
$166.61 - $196.03 $50,649 - $59,593
-304 Reduced 2.78%
10,630 $1.91 Million
Q1 2023

Apr 26, 2023
SELL
$173.82 - $193.99 $7,648 - $8,535
-44 Reduced 0.4%
10,934 $2.12 Million
Q4 2022

Feb 02, 2023
BUY
$159.14 - $190.36 $22,916 - $27,411
144 Added 1.33%
10,978 $1.91 Million
Q3 2022

Oct 13, 2022
BUY
$161.54 - $208.05 $22,454 - $28,918
139 Added 1.3%
10,834 $1.75 Million
Q2 2022

Jul 22, 2022
BUY
$167.39 - $206.64 $67,123 - $82,862
401 Added 3.9%
10,695 $1.95 Million
Q1 2022

May 10, 2022
SELL
$194.83 - $232.11 $33,705 - $40,155
-173 Reduced 1.65%
10,294 $2.21 Million
Q4 2021

Jan 14, 2022
BUY
$178.42 - $218.07 $20,518 - $25,078
115 Added 1.11%
10,467 $2.24 Million
Q3 2021

Oct 14, 2021
BUY
$182.1 - $214.26 $62,460 - $73,491
343 Added 3.43%
10,352 $1.89 Million
Q2 2021

Jul 14, 2021
SELL
$171.28 - $217.5 $49,157 - $62,422
-287 Reduced 2.79%
10,009 $2.08 Million
Q1 2021

Apr 23, 2021
SELL
$155.0 - $169.99 $417,880 - $458,293
-2,696 Reduced 20.75%
10,296 $1.75 Million
Q4 2020

Jan 22, 2021
BUY
$155.78 - $176.54 $42,995 - $48,725
276 Added 2.17%
12,992 $2.19 Million
Q3 2020

Nov 05, 2020
SELL
$113.76 - $168.9 $68,483 - $101,677
-602 Reduced 4.52%
12,716 $2.12 Million
Q2 2020

Jul 15, 2020
SELL
$90.0 - $111.18 $442,260 - $546,338
-4,914 Reduced 26.95%
13,318 $1.48 Million
Q1 2020

Apr 10, 2020
SELL
$86.17 - $118.61 $658,941 - $907,010
-7,647 Reduced 29.55%
18,232 $1.7 Million
Q4 2019

Jan 13, 2020
SELL
$112.74 - $124.3 $115,107 - $126,910
-1,021 Reduced 3.8%
25,879 $3.03 Million
Q3 2019

Oct 29, 2019
BUY
$101.62 - $122.85 $724,550 - $875,920
7,130 Added 36.06%
26,900 $3.22 Million
Q2 2019

Jul 10, 2019
BUY
$92.92 - $114.49 $7,340 - $9,044
79 Added 0.4%
19,770 $2.04 Million
Q1 2019

Apr 10, 2019
BUY
$94.45 - $112.13 $853,166 - $1.01 Million
9,033 Added 84.75%
19,691 $2.2 Million
Q4 2018

Jan 15, 2019
SELL
$89.89 - $118.78 $695,838 - $919,475
-7,741 Reduced 42.07%
10,658 $1.04 Million
Q3 2018

Oct 09, 2018
BUY
$105.76 - $124.66 $102,798 - $121,169
972 Added 5.58%
18,399 $2.15 Million
Q2 2018

Jul 13, 2018
BUY
$103.84 - $118.34 $1.52 Million - $1.73 Million
14,629 Added 522.84%
17,427 $1.85 Million
Q1 2018

May 25, 2018
SELL
$101.66 - $134.09 $261,266 - $344,611
-2,570 Reduced 47.88%
2,798 $293,000
Q1 2018

Apr 20, 2018
SELL
$101.66 - $134.09 $43,815 - $57,792
-431 Reduced 7.43%
5,368 $595,000
Q4 2017

Jan 18, 2018
SELL
$112.55 - $123.72 $5,740 - $6,309
-51 Reduced 0.87%
5,799 $691,000
Q3 2017

Oct 13, 2017
BUY
$110.17 - $120.09 $644,494 - $702,526
5,850
5,850 $703,000

Others Institutions Holding UPS

# of Institutions
2,432
Shares Held
506M
Call Options Held
13.8M
Put Options Held
12.8M
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 $95.3B
  • 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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