A detailed history of Paragon Private Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 5,117 shares of UPS stock, worth $697,702. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,117
Previous 5,551 7.82%
Holding current value
$697,702
Previous $872,000 12.84%
% of portfolio
0.47%
Previous 0.63%

Shares

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

May 13, 2024

SELL
$139.08 - $161.22 $60,360 - $69,969
-434 Reduced 7.82%
5,117 $760,000
Q4 2023

Feb 09, 2024

SELL
$134.83 - $162.94 $122,830 - $148,438
-911 Reduced 14.1%
5,551 $872,000
Q3 2023

Nov 13, 2023

SELL
$151.9 - $188.34 $120,304 - $149,165
-792 Reduced 10.92%
6,462 $1.01 Million
Q2 2023

Aug 03, 2023

BUY
$166.61 - $196.03 $16,161 - $19,014
97 Added 1.36%
7,254 $1.3 Million
Q1 2023

Apr 17, 2023

SELL
$173.82 - $193.99 $13,384 - $14,937
-77 Reduced 1.06%
7,157 $1.39 Million
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $8,911 - $10,660
56 Added 0.78%
7,234 $1.26 Million
Q3 2022

Nov 02, 2022

BUY
$161.54 - $208.05 $1.16 Million - $1.49 Million
7,178 New
7,178 $1.2 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 $99.5B
  • 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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