A detailed history of Jeppson Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,808 shares of UPS stock, worth $376,047. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,808
Previous 2,613 7.46%
Holding current value
$376,047
Previous $357,000 7.0%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 04, 2024

BUY
$123.32 - $147.38 $24,047 - $28,739
195 Added 7.46%
2,808 $382,000
Q2 2024

Aug 05, 2024

SELL
$134.2 - $152.27 $19,861 - $22,535
-148 Reduced 5.36%
2,613 $357,000
Q1 2024

Apr 17, 2024

SELL
$139.08 - $161.22 $31,849 - $36,919
-229 Reduced 7.66%
2,761 $410,000
Q4 2023

Jan 11, 2024

SELL
$134.83 - $162.94 $102,740 - $124,160
-762 Reduced 20.31%
2,990 $470,000
Q3 2023

Oct 25, 2023

SELL
$151.9 - $188.34 $95,545 - $118,465
-629 Reduced 14.36%
3,752 $584,000
Q2 2023

Jul 31, 2023

BUY
$166.61 - $196.03 $100,299 - $118,010
602 Added 15.93%
4,381 $785,000
Q4 2022

Jan 27, 2023

SELL
$159.14 - $190.36 $35,647 - $42,640
-224 Reduced 5.6%
3,779 $0
Q3 2022

Oct 20, 2022

BUY
$161.54 - $208.05 $16,638 - $21,429
103 Added 2.64%
4,003 $647,000
Q2 2022

Aug 03, 2022

BUY
$167.39 - $206.64 $151,320 - $186,802
904 Added 30.17%
3,900 $712,000
Q1 2022

Apr 27, 2022

SELL
$194.83 - $232.11 $17,729 - $21,122
-91 Reduced 2.95%
2,996 $642,000
Q3 2021

Nov 17, 2021

BUY
$182.1 - $214.26 $20,031 - $23,568
110 Added 3.69%
3,087 $562,000
Q2 2021

Jul 20, 2021

SELL
$171.28 - $217.5 $1,712 - $2,175
-10 Reduced 0.33%
2,977 $619,000
Q4 2020

Mar 05, 2021

SELL
$155.78 - $176.54 $311 - $353
-2 Reduced 0.07%
2,987 $503,000
Q3 2020

Nov 19, 2020

BUY
$113.76 - $168.9 $340,028 - $504,842
2,989 New
2,989 $498,000

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 $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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

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

News

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