A detailed history of Joule Financial, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Joule Financial, LLC holds 2,877 shares of UPS stock, worth $387,877. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,877
Previous 2,724 5.62%
Holding current value
$387,877
Previous $372,000 5.38%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 17, 2024

BUY
$123.32 - $147.38 $18,867 - $22,549
153 Added 5.62%
2,877 $392,000
Q2 2024

Oct 17, 2024

BUY
$134.2 - $152.27 $21,874 - $24,820
163 Added 6.36%
2,724 $372,000
Q2 2024

Jul 23, 2024

BUY
$134.2 - $152.27 $21,874 - $24,820
163 Added 6.36%
2,724 $372,000
Q1 2024

Oct 17, 2024

SELL
$139.08 - $161.22 $22,670 - $26,278
-163 Reduced 5.98%
2,561 $380,000
Q1 2024

Apr 30, 2024

BUY
$139.08 - $161.22 $8,622 - $9,995
62 Added 2.48%
2,561 $380,000
Q4 2023

Jan 11, 2024

SELL
$134.83 - $162.94 $9,438 - $11,405
-70 Reduced 2.72%
2,499 $392,000
Q3 2023

Oct 26, 2023

BUY
$151.9 - $188.34 $191,545 - $237,496
1,261 Added 96.41%
2,569 $400,000
Q2 2023

Jul 14, 2023

BUY
$166.61 - $196.03 $217,925 - $256,407
1,308 New
1,308 $234,000

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 Joule Financial, LLC Portfolio

Follow Joule Financial, 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 Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.