Mark Sheptoff Financial Planning, LLC United Parcel Service Inc Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 800 shares of UPS stock, worth $100,600. This represents 0.06% of its overall portfolio holdings.

Number of Shares

800

Previous 800 -0.0%

Holding current value

$100,600

Previous $109,000 -0.0%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$134.2 - $152.27 $33,550 - $38,067	-250 Reduced 23.81%	800 $109,000
Q2 2023 Aug 10, 2023	SELL	$166.61 - $196.03 $149,949 - $176,427	-900 Reduced 46.15%	1,050 $188,000
Q3 2022 Nov 08, 2022	SELL	$161.54 - $208.05 $881,362 - $1.14 Million	-5,456 Reduced 73.67%	1,950 $315,000
Q2 2022 Aug 11, 2022	SELL	$167.39 - $206.64 $16,739 - $20,664	-100 Reduced 1.33%	7,406 $1.35 Million
Q1 2022 May 12, 2022	SELL	$194.83 - $232.11 $67,995 - $81,006	-349 Reduced 4.44%	7,506 $1.61 Million
Q4 2021 Feb 11, 2022	BUY	$178.42 - $218.07 $62,625 - $76,542	351 Added 4.68%	7,855 $1.68 Million
Q3 2021 Nov 10, 2021	SELL	$182.1 - $214.26 $295,730 - $347,958	-1,624 Reduced 17.79%	7,504 $1.37 Million
Q2 2021 Aug 12, 2021	BUY	$171.28 - $217.5 $94,375 - $119,842	551 Added 6.42%	9,128 $1.9 Million
Q1 2021 May 11, 2021	SELL	$155.0 - $169.99 $232,345 - $254,815	-1,499 Reduced 14.88%	8,577 $1.46 Million
Q4 2020 Feb 11, 2021	BUY	$155.78 - $176.54 $490,862 - $556,277	3,151 Added 45.5%	10,076 $1.7 Million
Q3 2020 Nov 12, 2020	BUY	$113.76 - $168.9 $614,304 - $912,060	5,400 Added 354.1%	6,925 $1.15 Million
Q2 2020 Aug 10, 2020	SELL	$90.0 - $111.18 $9,000 - $11,118	-100 Reduced 6.15%	1,525 $170,000
Q1 2020 May 07, 2020	BUY	$86.17 - $118.61 $129,255 - $177,915	1,500 Added 1200.0%	1,625 $152,000
Q4 2018 Feb 11, 2019	SELL	$89.89 - $118.78 $179,780 - $237,560	-2,000 Reduced 94.12%	125 $12,000
Q3 2018 Nov 13, 2018	BUY	$105.76 - $124.66 $176,090 - $207,558	1,665 Added 361.96%	2,125 $248,000
Q2 2018 Aug 09, 2018	BUY	$103.84 - $118.34 $3,634 - $4,141	35 Added 8.24%	460 $49,000
Q1 2018 May 08, 2018	SELL	$101.66 - $134.09 $20,332 - $26,818	-200 Reduced 32.0%	425 $44,000
Q3 2017 Nov 09, 2017	BUY	$110.17 - $120.09 $68,856 - $75,056	625	625 $75,000

Others Institutions Holding UPS

# of Institutions

2,446

Shares Held

510M

Call Options Held

14.9M

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 $91.7B
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 ...

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Mark Sheptoff Financial Planning, LLC United Parcel Service Inc Transaction History