A detailed history of Geo Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,472 shares of UPS stock, worth $333,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,472
Previous 2,716 8.98%
Holding current value
$333,621
Previous $371,000 9.43%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$123.32 - $147.38 $30,090 - $35,960
-244 Reduced 8.98%
2,472 $336,000
Q2 2024

Aug 12, 2024

BUY
$134.2 - $152.27 $62,939 - $71,414
469 Added 20.87%
2,716 $371,000
Q1 2024

May 15, 2024

SELL
$139.08 - $161.22 $312,512 - $362,261
-2,247 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$139.08 - $161.22 $34,909 - $40,466
251 Added 12.58%
2,247 $333,000
Q4 2023

Feb 13, 2024

BUY
$134.83 - $162.94 $269,120 - $325,228
1,996 New
1,996 $313,000
Q2 2021

Aug 17, 2021

SELL
$171.28 - $217.5 $427,514 - $542,880
-2,496 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$155.0 - $169.99 $1,085 - $1,189
7 Added 0.28%
2,496 $424,000
Q4 2020

Feb 12, 2021

BUY
$155.78 - $176.54 $387,736 - $439,408
2,489 New
2,489 $419,000

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 $98.5B
  • 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 Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.