A detailed history of Janiczek Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 562 shares of UPS stock, worth $75,768. This represents 0.02% of its overall portfolio holdings.

Number of Shares
562
Previous 679 17.23%
Holding current value
$75,768
Previous $100,000 24.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 25, 2024

SELL
$134.2 - $152.27 $15,701 - $17,815
-117 Reduced 17.23%
562 $76,000
Q1 2024

Apr 15, 2024

SELL
$139.08 - $161.22 $4,311 - $4,997
-31 Reduced 4.37%
679 $100,000
Q4 2023

Jan 26, 2024

BUY
$134.83 - $162.94 $25,348 - $30,632
188 Added 36.02%
710 $111,000
Q3 2023

Oct 13, 2023

SELL
$151.9 - $188.34 $5,316 - $6,591
-35 Reduced 6.28%
522 $81,000
Q2 2023

Jul 11, 2023

SELL
$166.61 - $196.03 $9,496 - $11,173
-57 Reduced 9.28%
557 $99,000
Q1 2023

Apr 21, 2023

SELL
$173.82 - $193.99 $13,036 - $14,549
-75 Reduced 10.89%
614 $119,000
Q4 2022

Jan 20, 2023

BUY
$159.14 - $190.36 $11,776 - $14,086
74 Added 12.03%
689 $0
Q3 2022

Oct 17, 2022

SELL
$161.54 - $208.05 $14,377 - $18,516
-89 Reduced 12.64%
615 $98,000
Q2 2022

Aug 03, 2022

BUY
$167.39 - $206.64 $85,871 - $106,006
513 Added 268.59%
704 $137,000
Q1 2022

May 05, 2022

BUY
$194.83 - $232.11 $7,013 - $8,355
36 Added 23.23%
191 $41,000
Q4 2021

Feb 02, 2022

BUY
$178.42 - $218.07 $6,066 - $7,414
34 Added 28.1%
155 $33,000
Q3 2021

Oct 19, 2021

BUY
$182.1 - $214.26 $2,913 - $3,428
16 Added 15.24%
121 $22,000
Q2 2021

Jul 28, 2021

BUY
$171.28 - $217.5 $1,884 - $2,392
11 Added 11.7%
105 $22,000
Q1 2021

Apr 28, 2021

SELL
$155.0 - $169.99 $11,005 - $12,069
-71 Reduced 43.03%
94 $16,000
Q4 2020

Jan 26, 2021

BUY
$155.78 - $176.54 $18,226 - $20,655
117 Added 243.75%
165 $28,000
Q3 2020

Oct 19, 2020

BUY
$113.76 - $168.9 $5,460 - $8,107
48 New
48 $8,000

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 $98.4B
  • 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 ...
More about UPS
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

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

News

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