Institute For Wealth Management, Llc. United Parcel Service Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

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 12,997 shares of UPS stock, worth $1.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,997

Previous 13,274 2.09%

Holding current value

$1.75 Million

Previous $1.82 Million 2.48%

% of portfolio

0.23%

Previous 0.25%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$123.32 - $147.38 $34,159 - $40,824	-277 Reduced 2.09%	12,997 $1.77 Million
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

# of Institutions

2,445

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $98.4B
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 ...

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Institute For Wealth Management, Llc. United Parcel Service Inc Transaction History