A detailed history of Modera Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Modera Wealth Management, LLC holds 139,307 shares of UPS stock, worth $18.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
139,307
Previous 131,839 5.66%
Holding current value
$18.9 Million
Previous $20.7 Million 0.12%
% of portfolio
0.32%
Previous 0.34%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$139.08 - $161.22 $1.04 Million - $1.2 Million
7,468 Added 5.66%
139,307 $20.7 Million
Q4 2023

Feb 14, 2024

BUY
$134.83 - $162.94 $27,505 - $33,239
204 Added 0.15%
131,839 $20.7 Million
Q3 2023

Nov 01, 2023

SELL
$151.9 - $188.34 $477,877 - $592,517
-3,146 Reduced 2.33%
131,635 $20.5 Million
Q2 2023

Aug 07, 2023

BUY
$166.61 - $196.03 $22.5 Million - $26.4 Million
134,781 New
134,781 $24.2 Million
Q4 2022

Feb 07, 2023

SELL
$159.14 - $190.36 $38,989 - $46,638
-245 Reduced 16.85%
1,209 $210,000
Q3 2022

Nov 01, 2022

BUY
$161.54 - $208.05 $5,007 - $6,449
31 Added 2.18%
1,454 $235,000
Q2 2022

Jul 27, 2022

BUY
$167.39 - $206.64 $45,697 - $56,412
273 Added 23.74%
1,423 $260,000
Q1 2022

May 03, 2022

SELL
$194.83 - $232.11 $1.12 Million - $1.33 Million
-5,746 Reduced 83.32%
1,150 $247,000
Q4 2021

Feb 04, 2022

BUY
$178.42 - $218.07 $1.23 Million - $1.5 Million
6,896 New
6,896 $1.48 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 $98.9B
  • 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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