Marcum Wealth, LLC United Parcel Service Inc Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 108,545 shares of UPS stock, worth $10.4 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
108,545
Previous 107,860 0.64%
Holding current value
$10.4 Million
Previous $13.6 Million 12.23%
% of portfolio
1.05%
Previous 1.19%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$109.66 - $136.26 $75,117 - $93,338
685 Added 0.64%
108,545 $11.9 Million
Q4 2024

Jan 13, 2025
SELL
$122.65 - $138.35 $166,190 - $187,464
-1,355 Reduced 1.24%
107,860 $13.6 Million
Q3 2024

Oct 08, 2024
SELL
$123.32 - $147.38 $68,812 - $82,238
-558 Reduced 0.51%
109,215 $14.9 Million
Q2 2024

Jul 02, 2024
SELL
$134.2 - $152.27 $246,391 - $279,567
-1,836 Reduced 1.65%
109,773 $15 Million
Q1 2024

Apr 10, 2024
BUY
$139.08 - $161.22 $23,087 - $26,762
166 Added 0.15%
111,609 $16.6 Million
Q4 2023

Jan 10, 2024
SELL
$134.83 - $162.94 $346,378 - $418,592
-2,569 Reduced 2.25%
111,443 $17.5 Million
Q3 2023

Oct 10, 2023
SELL
$151.9 - $188.34 $73,215 - $90,779
-482 Reduced 0.42%
114,012 $17.8 Million
Q2 2023

Jul 13, 2023
SELL
$166.61 - $196.03 $96,967 - $114,089
-582 Reduced 0.51%
114,494 $20.5 Million
Q1 2023

Apr 19, 2023
BUY
$173.82 - $193.99 $330,084 - $368,387
1,899 Added 1.68%
115,076 $22.3 Million
Q4 2022

Jan 12, 2023
SELL
$159.14 - $190.36 $340,877 - $407,751
-2,142 Reduced 1.86%
113,177 $0
Q3 2022

Oct 11, 2022
BUY
$161.54 - $208.05 $57,185 - $73,649
354 Added 0.31%
115,319 $18.6 Million
Q2 2022

Jul 14, 2022
BUY
$167.39 - $206.64 $145,127 - $179,156
867 Added 0.76%
114,965 $21 Million
Q1 2022

Apr 20, 2022
BUY
$194.83 - $232.11 $226,976 - $270,408
1,165 Added 1.03%
114,098 $24.5 Million
Q4 2021

Feb 01, 2022
BUY
$178.42 - $218.07 $1.28 Million - $1.56 Million
7,149 Added 6.76%
112,933 $24.2 Million
Q3 2021

Nov 08, 2021
BUY
$182.1 - $214.26 $179,368 - $211,046
985 Added 0.94%
105,784 $19.3 Million
Q2 2021

Aug 10, 2021
SELL
$171.28 - $217.5 $229,686 - $291,667
-1,341 Reduced 1.26%
104,799 $21.8 Million
Q1 2021

May 11, 2021
BUY
$155.0 - $169.99 $675,180 - $740,476
4,356 Added 4.28%
106,140 $18 Million
Q4 2020

Feb 09, 2021
SELL
$155.78 - $176.54 $5,140 - $5,825
-33 Reduced 0.03%
101,784 $17.1 Million
Q3 2020

Nov 09, 2020
BUY
$113.76 - $168.9 $50,964 - $75,667
448 Added 0.44%
101,817 $17 Million
Q2 2020

Aug 14, 2020
BUY
$90.0 - $111.18 $9,540 - $11,785
106 Added 0.1%
101,369 $11.3 Million
Q1 2020

May 14, 2020
BUY
$86.17 - $118.61 $19,819 - $27,280
230 Added 0.23%
101,263 $9.46 Million
Q4 2019

Feb 13, 2020
BUY
$112.74 - $124.3 $11.4 Million - $12.6 Million
101,033 New
101,033 $11.8 Million

Others Institutions Holding UPS

# of Institutions
2,540
Shares Held
507M
Call Options Held
12.1M
Put Options Held
12.3M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $69.7B
  • 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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