A detailed history of Morris Retirement Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 4,541 shares of UPS stock, worth $608,130. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,541
Previous 4,186 8.48%
Holding current value
$608,130
Previous $572,000 8.04%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Oct 03, 2024

BUY
$123.32 - $147.38 $43,778 - $52,319
355 Added 8.48%
4,541 $618,000
Q2 2024

Aug 06, 2024

BUY
$134.2 - $152.27 $94,610 - $107,350
705 Added 20.25%
4,186 $572,000
Q1 2024

May 03, 2024

SELL
$139.08 - $161.22 $62,307 - $72,226
-448 Reduced 11.4%
3,481 $517,000
Q4 2023

Feb 12, 2024

BUY
$134.83 - $162.94 $60,673 - $73,323
450 Added 12.93%
3,929 $617,000
Q2 2023

Jul 17, 2023

BUY
$166.61 - $196.03 $333 - $392
2 Added 0.06%
3,479 $623,000
Q1 2023

Apr 13, 2023

BUY
$173.82 - $193.99 $173 - $193
1 Added 0.03%
3,477 $674,000
Q4 2022

Feb 02, 2023

BUY
$159.14 - $190.36 $159 - $190
1 Added 0.03%
3,476 $604,000
Q3 2022

Oct 14, 2022

BUY
$161.54 - $208.05 $161 - $208
1 Added 0.03%
3,475 $555,000
Q2 2022

Aug 08, 2022

BUY
$167.39 - $206.64 $167 - $206
1 Added 0.03%
3,474 $634,000
Q1 2022

May 10, 2022

SELL
$194.83 - $232.11 $33,900 - $40,387
-174 Reduced 4.77%
3,473 $745,000
Q3 2021

Oct 28, 2021

BUY
$182.1 - $214.26 $182 - $214
1 Added 0.03%
3,647 $664,000
Q1 2021

May 04, 2021

SELL
$155.0 - $169.99 $330,925 - $362,928
-2,135 Reduced 36.93%
3,646 $620,000
Q4 2020

Feb 01, 2021

BUY
$155.78 - $176.54 $900,564 - $1.02 Million
5,781 New
5,781 $974,000

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 $97.7B
  • 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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