A detailed history of Goal Vest Advisory LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 167 shares of UPS stock, worth $22,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares
167
Previous 217 23.04%
Holding current value
$22,853
Previous $34,000 29.41%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 15, 2024

SELL
$139.08 - $161.22 $6,954 - $8,061
-50 Reduced 23.04%
167 $24,000
Q4 2023

Jan 02, 2024

BUY
$134.83 - $162.94 $2,426 - $2,932
18 Added 9.05%
217 $34,000
Q2 2023

Jul 17, 2023

SELL
$166.61 - $196.03 $1,499 - $1,764
-9 Reduced 4.33%
199 $35,000
Q1 2023

Apr 03, 2023

SELL
$173.82 - $193.99 $4,519 - $5,043
-26 Reduced 11.11%
208 $40,000
Q4 2022

Jan 06, 2023

SELL
$159.14 - $190.36 $7,956 - $9,518
-50 Reduced 17.61%
234 $0
Q3 2022

Oct 11, 2022

SELL
$161.54 - $208.05 $632,267 - $814,307
-3,914 Reduced 93.23%
284 $46,000
Q2 2022

Jul 06, 2022

SELL
$167.39 - $206.64 $7,699 - $9,505
-46 Reduced 1.08%
4,198 $775,000
Q2 2021

Sep 01, 2021

BUY
$171.28 - $217.5 $43,505 - $55,245
254 Added 6.37%
4,244 $883,000
Q1 2021

May 13, 2021

BUY
$155.0 - $169.99 $59,055 - $64,766
381 Added 10.56%
3,990 $678,000
Q4 2020

Jan 28, 2021

BUY
$155.78 - $176.54 $562,210 - $637,132
3,609 New
3,609 $608,000

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 $99.8B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.