Selective Wealth Management, Inc. United Parcel Service Inc Transaction History

Selective Wealth Management, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	SELL	$134.83 - $162.94 $23,999 - $29,003	-178 Reduced 12.01%	1,304 $205,000
Q3 2023 Oct 10, 2023	SELL	$151.9 - $188.34 $116,203 - $144,080	-765 Reduced 34.05%	1,482 $230,000
Q2 2023 Jul 11, 2023	SELL	$166.61 - $196.03 $61,812 - $72,727	-371 Reduced 14.17%	2,247 $402,000
Q4 2022 Jan 23, 2023	BUY	$159.14 - $190.36 $118,718 - $142,008	746 Added 39.85%	2,618 $0
Q3 2022 Oct 21, 2022	SELL	$161.54 - $208.05 $214,040 - $275,666	-1,325 Reduced 41.45%	1,872 $302,000
Q2 2022 Jul 28, 2022	BUY	$167.39 - $206.64 $9,206 - $11,365	55 Added 1.75%	3,197 $584,000
Q1 2022 Apr 20, 2022	BUY	$194.83 - $232.11 $21,820 - $25,996	112 Added 3.7%	3,142 $674,000
Q4 2021 Jan 18, 2022	SELL	$178.42 - $218.07 $44,605 - $54,517	-250 Reduced 7.62%	3,030 $649,000
Q3 2021 Oct 27, 2021	SELL	$182.1 - $214.26 $353,274 - $415,664	-1,940 Reduced 37.16%	3,280 $597,000
Q2 2021 Aug 04, 2021	SELL	$171.28 - $217.5 $214,100 - $271,875	-1,250 Reduced 19.32%	5,220 $1.09 Million
Q1 2021 Apr 09, 2021	SELL	$155.0 - $169.99 $938,525 - $1.03 Million	-6,055 Reduced 48.34%	6,470 $1.1 Million
Q4 2020 Jan 22, 2021	BUY	$155.78 - $176.54 $77,890 - $88,270	500 Added 4.16%	12,525 $2.11 Million
Q2 2020 Jul 15, 2020	BUY	$90.0 - $111.18 $1.08 Million - $1.34 Million	12,025 New	12,025 $1.34 Million

2,447

510M

14.9M

12.9M

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $100B
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 ...

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.