A detailed history of Sax Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,753 shares of UPS stock, worth $644,887. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,753
Previous 3,496 35.96%
Holding current value
$644,887
Previous $478,000 35.36%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 17, 2024

BUY
$123.32 - $147.38 $155,013 - $185,256
1,257 Added 35.96%
4,753 $647,000
Q2 2024

Jul 12, 2024

BUY
$134.2 - $152.27 $469,163 - $532,335
3,496 New
3,496 $478,000
Q1 2023

May 05, 2023

SELL
$173.82 - $193.99 $173 - $193
-1 Reduced 0.06%
1,604 $311,000
Q4 2022

Feb 06, 2023

BUY
$159.14 - $190.36 $255,419 - $305,527
1,605 New
1,605 $279,000

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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.