A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 11,315 shares of UPS stock, worth $1.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,315
Previous 10,404 8.76%
Holding current value
$1.54 Million
Previous $1.42 Million 8.36%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 15, 2024

BUY
$123.32 - $147.38 $112,344 - $134,263
911 Added 8.76%
11,315 $1.54 Million
Q2 2024

Aug 09, 2024

BUY
$134.2 - $152.27 $84,948 - $96,386
633 Added 6.48%
10,404 $1.42 Million
Q1 2024

Apr 26, 2024

BUY
$139.08 - $161.22 $91,514 - $106,082
658 Added 7.22%
9,771 $1.45 Million
Q4 2023

Feb 07, 2024

SELL
$134.83 - $162.94 $116,223 - $140,454
-862 Reduced 8.64%
9,113 $1.43 Million
Q3 2023

Oct 13, 2023

BUY
$151.9 - $188.34 $42,987 - $53,300
283 Added 2.92%
9,975 $1.55 Million
Q2 2023

Aug 02, 2023

SELL
$166.61 - $196.03 $4,331 - $5,096
-26 Reduced 0.27%
9,692 $1.74 Million
Q1 2023

Apr 24, 2023

BUY
$173.82 - $193.99 $111,766 - $124,735
643 Added 7.09%
9,718 $1.89 Million
Q4 2022

Feb 07, 2023

BUY
$159.14 - $190.36 $355,996 - $425,835
2,237 Added 32.71%
9,075 $1.58 Million
Q3 2022

Oct 24, 2022

BUY
$161.54 - $208.05 $57,831 - $74,481
358 Added 5.52%
6,838 $1.11 Million
Q2 2022

Jul 15, 2022

BUY
$167.39 - $206.64 $169,733 - $209,532
1,014 Added 18.55%
6,480 $1.18 Million
Q1 2022

Apr 27, 2022

BUY
$194.83 - $232.11 $760,616 - $906,157
3,904 Added 249.94%
5,466 $1.17 Million
Q4 2021

Feb 07, 2022

SELL
$178.42 - $218.07 $2,854 - $3,489
-16 Reduced 1.01%
1,562 $335,000
Q1 2021

Apr 30, 2021

BUY
$155.0 - $169.99 $2,480 - $2,719
16 Added 1.02%
1,578 $269,000
Q4 2020

Feb 16, 2021

BUY
$155.78 - $176.54 $243,328 - $275,755
1,562 New
1,562 $263,000
Q2 2018

Dec 07, 2018

SELL
$103.84 - $118.34 $47,351 - $53,963
-456 Closed
0 $0
Q1 2018

May 17, 2018

BUY
$101.66 - $134.09 $46,356 - $61,145
456 New
456 $48,000

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 $99B
  • 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 Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.