A detailed history of Schrum Private Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 2,924 shares of UPS stock, worth $394,623. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,924
Previous 1,824 60.31%
Holding current value
$394,623
Previous $249,000 59.84%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 05, 2024

BUY
$123.32 - $147.38 $135,652 - $162,118
1,100 Added 60.31%
2,924 $398,000
Q2 2024

Jul 30, 2024

SELL
$134.2 - $152.27 $4,160 - $4,720
-31 Reduced 1.67%
1,824 $249,000
Q1 2024

May 02, 2024

BUY
$139.08 - $161.22 $35,604 - $41,272
256 Added 16.01%
1,855 $275,000
Q4 2023

Jan 25, 2024

SELL
$134.83 - $162.94 $41,257 - $49,859
-306 Reduced 16.06%
1,599 $251,000
Q3 2023

Nov 06, 2023

BUY
$151.9 - $188.34 $759 - $941
5 Added 0.26%
1,905 $296,000
Q2 2023

Jul 24, 2023

BUY
$166.61 - $196.03 $666 - $784
4 Added 0.21%
1,900 $340,000
Q1 2023

Apr 19, 2023

SELL
$173.82 - $193.99 $6,605 - $7,371
-38 Reduced 1.96%
1,896 $367,000
Q4 2022

Jan 19, 2023

SELL
$159.14 - $190.36 $22,916 - $27,411
-144 Reduced 6.93%
1,934 $0
Q3 2022

Oct 26, 2022

BUY
$161.54 - $208.05 $10,984 - $14,147
68 Added 3.38%
2,078 $336,000
Q2 2022

Jul 22, 2022

SELL
$167.39 - $206.64 $10,043 - $12,398
-60 Reduced 2.9%
2,010 $367,000
Q1 2022

May 05, 2022

BUY
$194.83 - $232.11 $779 - $928
4 Added 0.19%
2,070 $391,000
Q4 2021

Mar 11, 2022

BUY
$178.42 - $218.07 $368,615 - $450,532
2,066 New
2,066 $445,000

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 $98.5B
  • 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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