A detailed history of Institute For Wealth Management, Llc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,274 shares of UPS stock, worth $1.78 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,274
Previous 12,944 2.55%
Holding current value
$1.78 Million
Previous $1.92 Million 5.56%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Jul 25, 2024

BUY
$134.2 - $152.27 $44,285 - $50,249
330 Added 2.55%
13,274 $1.82 Million
Q1 2024

Apr 30, 2024

BUY
$139.08 - $161.22 $9,596 - $11,124
69 Added 0.54%
12,944 $1.92 Million
Q4 2023

Jan 31, 2024

SELL
$134.83 - $162.94 $134 - $162
-1 Reduced 0.01%
12,875 $2.02 Million
Q2 2023

Jul 25, 2023

SELL
$166.61 - $196.03 $22,325 - $26,268
-134 Reduced 1.03%
12,876 $2.31 Million
Q1 2023

Apr 20, 2023

SELL
$173.82 - $193.99 $35,806 - $39,961
-206 Reduced 1.56%
13,010 $2.52 Million
Q4 2022

Feb 02, 2023

BUY
$159.14 - $190.36 $13,526 - $16,180
85 Added 0.65%
13,216 $2.3 Million
Q3 2022

Oct 18, 2022

SELL
$161.54 - $208.05 $2,584 - $3,328
-16 Reduced 0.12%
13,131 $2.12 Million
Q2 2022

Jul 25, 2022

SELL
$167.39 - $206.64 $56,577 - $69,844
-338 Reduced 2.51%
13,147 $2.4 Million
Q1 2022

Apr 29, 2022

BUY
$194.83 - $232.11 $20,457 - $24,371
105 Added 0.78%
13,485 $2.89 Million
Q4 2021

Jan 21, 2022

BUY
$178.42 - $218.07 $6,066 - $7,414
34 Added 0.25%
13,380 $2.87 Million
Q3 2021

Nov 15, 2021

SELL
$182.1 - $214.26 $728 - $857
-4 Reduced 0.03%
13,346 $2.43 Million
Q2 2021

Jul 21, 2021

BUY
$171.28 - $217.5 $35,626 - $45,240
208 Added 1.58%
13,350 $2.78 Million
Q1 2021

May 04, 2021

BUY
$155.0 - $169.99 $141,980 - $155,710
916 Added 7.49%
13,142 $2.23 Million
Q4 2020

Feb 01, 2021

BUY
$155.78 - $176.54 $404,716 - $458,650
2,598 Added 26.98%
12,226 $2.06 Million
Q3 2020

Nov 03, 2020

BUY
$113.76 - $168.9 $34,696 - $51,514
305 Added 3.27%
9,628 $1.6 Million
Q2 2020

Jul 30, 2020

BUY
$90.0 - $111.18 $32,490 - $40,135
361 Added 4.03%
9,323 $1.04 Million
Q1 2020

Apr 29, 2020

SELL
$86.17 - $118.61 $85,566 - $117,779
-993 Reduced 9.97%
8,962 $837,000
Q4 2019

Feb 27, 2020

BUY
$112.74 - $124.3 $990,984 - $1.09 Million
8,790 Added 754.51%
9,955 $1.17 Million
Q4 2019

Jan 27, 2020

SELL
$112.74 - $124.3 $993,126 - $1.09 Million
-8,809 Reduced 88.32%
1,165 $1.17 Million
Q3 2019

Oct 28, 2019

SELL
$101.62 - $122.85 $92,575 - $111,916
-911 Reduced 8.37%
9,974 $1.2 Million
Q2 2019

Aug 02, 2019

SELL
$92.92 - $114.49 $66,437 - $81,860
-715 Reduced 6.16%
10,885 $1.12 Million
Q1 2019

May 15, 2019

BUY
$94.45 - $112.13 $1.1 Million - $1.3 Million
11,600 New
11,600 $1.3 Million
Q4 2018

Feb 08, 2019

SELL
$89.89 - $118.78 $982,228 - $1.3 Million
-10,927 Closed
0 $0
Q3 2018

Oct 29, 2018

BUY
$105.76 - $124.66 $13,325 - $15,707
126 Added 1.17%
10,927 $1.28 Million
Q2 2018

Aug 10, 2018

SELL
$103.84 - $118.34 $207 - $236
-2 Reduced 0.02%
10,801 $1.15 Million
Q1 2018

May 15, 2018

SELL
$101.66 - $134.09 $64,655 - $85,281
-636 Reduced 5.56%
10,803 $1.22 Million
Q4 2017

Feb 12, 2018

BUY
$112.55 - $123.72 $102,983 - $113,203
915 Added 8.69%
11,439 $1.36 Million
Q3 2017

Nov 14, 2017

BUY
$110.17 - $120.09 $5,728 - $6,244
52 Added 0.5%
10,524 $1.26 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,472
10,472 $1.15 Million

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 $97.7B
  • 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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