A detailed history of Lodestone Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,842 shares of UPS stock, worth $267,421. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,842
Previous 1,802 2.22%
Holding current value
$267,421
Previous $268 Million 5.9%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 16, 2024

BUY
$134.2 - $152.27 $5,368 - $6,090
40 Added 2.22%
1,842 $252 Million
Q1 2024

Apr 30, 2024

BUY
$139.08 - $161.22 $8,344 - $9,673
60 Added 3.44%
1,802 $268 Million
Q4 2023

Jan 24, 2024

BUY
$134.83 - $162.94 $4,988 - $6,028
37 Added 2.17%
1,742 $274 Million
Q3 2023

Oct 20, 2023

SELL
$151.9 - $188.34 $1,822 - $2,260
-12 Reduced 0.7%
1,705 $266 Million
Q2 2023

Jul 25, 2023

BUY
$166.61 - $196.03 $3,998 - $4,704
24 Added 1.42%
1,717 $308 Million
Q1 2023

May 15, 2023

BUY
$173.82 - $193.99 $173 - $193
1 Added 0.06%
1,693 $328 Million
Q4 2022

Feb 09, 2023

BUY
$159.14 - $190.36 $269,264 - $322,089
1,692 New
1,692 $294 Million

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 $106B
  • 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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