Jfs Wealth Advisors, LLC United Parcel Service Inc Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,072 shares of UPS stock, worth $545,322. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,072

Previous 4,202 3.09%

Holding current value

$545,322

Previous $575,000 3.65%

% of portfolio

0.04%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$123.32 - $147.38 $16,031 - $19,159	-130 Reduced 3.09%	4,072 $554,000
Q2 2024 Jul 15, 2024	SELL	$134.2 - $152.27 $939 - $1,065	-7 Reduced 0.17%	4,202 $575,000
Q1 2024 Apr 30, 2024	SELL	$139.08 - $161.22 $14,186 - $16,444	-102 Reduced 2.37%	4,209 $625,000
Q4 2023 Feb 07, 2024	SELL	$134.83 - $162.94 $6,202 - $7,495	-46 Reduced 1.06%	4,311 $677,000
Q3 2023 Nov 02, 2023	BUY	$151.9 - $188.34 $8,050 - $9,982	53 Added 1.23%	4,357 $679,000
Q2 2023 Aug 07, 2023	BUY	$166.61 - $196.03 $3,665 - $4,312	22 Added 0.51%	4,304 $771,000
Q1 2023 Apr 19, 2023	SELL	$173.82 - $193.99 $23,118 - $25,800	-133 Reduced 3.01%	4,282 $830,000
Q4 2022 Feb 13, 2023	SELL	$159.14 - $190.36 $30,873 - $36,929	-194 Reduced 4.21%	4,415 $767,000
Q3 2022 Oct 21, 2022	BUY	$161.54 - $208.05 $5,976 - $7,697	37 Added 0.81%	4,609 $745,000
Q2 2022 Aug 02, 2022	SELL	$167.39 - $206.64 $14,730 - $18,184	-88 Reduced 1.89%	4,572 $835,000
Q1 2022 May 02, 2022	BUY	$194.83 - $232.11 $24,743 - $29,477	127 Added 2.8%	4,660 $999,000
Q4 2021 Feb 03, 2022	BUY	$178.42 - $218.07 $52,455 - $64,112	294 Added 6.94%	4,533 $972,000
Q3 2021 Nov 09, 2021	BUY	$182.1 - $214.26 $765,366 - $900,534	4,203 Added 11675.0%	4,239 $772,000
Q4 2020 Feb 01, 2021	BUY	$155.78 - $176.54 $5,608 - $6,355	36 New	36 $6,000
Q4 2018 Jan 28, 2019	SELL	$89.89 - $118.78 $5,752 - $7,601	-64 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$105.76 - $124.66 $6,768 - $7,978	64 New	64 $7,000

Others Institutions Holding UPS

# of Institutions

2,431

Shares Held

524M

Call Options Held

13.8M

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 $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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Jfs Wealth Advisors, LLC United Parcel Service Inc Transaction History