A detailed history of Personal Cfo Solutions, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,215 shares of UPS stock, worth $430,552. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,215
Previous 3,266 1.56%
Holding current value
$430,552
Previous $485,000 9.48%
% of portfolio
0.07%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$134.2 - $152.27 $6,844 - $7,765
-51 Reduced 1.56%
3,215 $439,000
Q1 2024

May 13, 2024

BUY
$139.08 - $161.22 $31,849 - $36,919
229 Added 7.54%
3,266 $485,000
Q4 2023

Feb 13, 2024

SELL
$134.83 - $162.94 $7,011 - $8,472
-52 Reduced 1.68%
3,037 $477,000
Q3 2023

Nov 13, 2023

BUY
$151.9 - $188.34 $34,633 - $42,941
228 Added 7.97%
3,089 $481,000
Q2 2023

Aug 10, 2023

BUY
$166.61 - $196.03 $999 - $1,176
6 Added 0.21%
2,861 $512,000
Q1 2023

May 09, 2023

SELL
$173.82 - $193.99 $7,126 - $7,953
-41 Reduced 1.42%
2,855 $553,000
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $11,458 - $13,705
72 Added 2.55%
2,896 $503,000
Q3 2022

Nov 01, 2022

BUY
$161.54 - $208.05 $15,184 - $19,556
94 Added 3.44%
2,824 $456,000
Q2 2022

Aug 05, 2022

BUY
$167.39 - $206.64 $37,160 - $45,874
222 Added 8.85%
2,730 $498,000
Q1 2022

May 02, 2022

BUY
$194.83 - $232.11 $22,795 - $27,156
117 Added 4.89%
2,508 $538,000
Q4 2021

Feb 11, 2022

SELL
$178.42 - $218.07 $11,062 - $13,520
-62 Reduced 2.53%
2,391 $513,000
Q3 2021

Nov 18, 2021

BUY
$182.1 - $214.26 $36,966 - $43,494
203 Added 9.02%
2,453 $447,000
Q2 2021

Jul 22, 2021

BUY
$171.28 - $217.5 $45,046 - $57,202
263 Added 13.24%
2,250 $468,000
Q1 2021

Apr 21, 2021

SELL
$155.0 - $169.99 $54,715 - $60,006
-353 Reduced 15.09%
1,987 $338,000
Q4 2020

Feb 09, 2021

BUY
$155.78 - $176.54 $4,673 - $5,296
30 Added 1.3%
2,340 $394,000
Q3 2020

Nov 02, 2020

BUY
$113.76 - $168.9 $262,785 - $390,159
2,310 New
2,310 $0

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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