Sheets Smith Wealth Management United Parcel Service Inc Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in United Parcel Service Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 18,428 shares of UPS stock, worth $2.37 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

18,428

Previous 19,303 4.53%

Holding current value

$2.37 Million

Previous $2.87 Million 12.13%

% of portfolio

0.3%

Previous 0.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$134.2 - $152.27 $117,424 - $133,236	-875 Reduced 4.53%	18,428 $2.52 Million
Q1 2024 May 08, 2024	SELL	$139.08 - $161.22 $317,797 - $368,387	-2,285 Reduced 10.58%	19,303 $2.87 Million
Q4 2023 Feb 06, 2024	SELL	$134.83 - $162.94 $40,449 - $48,882	-300 Reduced 1.37%	21,588 $3.39 Million
Q3 2023 Oct 23, 2023	SELL	$151.9 - $188.34 $61,823 - $76,654	-407 Reduced 1.83%	21,888 $3.41 Million
Q2 2023 Aug 09, 2023	BUY	$166.61 - $196.03 $8,996 - $10,585	54 Added 0.24%	22,295 $4 Million
Q1 2023 May 26, 2023	BUY	$173.82 - $193.99 $3.83 Million - $4.28 Million	22,047 Added 11364.43%	22,241 $4.31 Million
Q1 2023 May 12, 2023	SELL	$173.82 - $193.99 $3.83 Million - $4.28 Million	-22,044 Reduced 99.13%	194 $37,000
Q4 2022 Mar 08, 2023	BUY	$159.14 - $190.36 $47,741 - $57,108	300 Added 1.37%	22,238 $3.87 Million
Q3 2022 Nov 01, 2022	BUY	$161.54 - $208.05 $96,924 - $124,830	600 Added 2.81%	21,938 $3.54 Million
Q2 2022 Jul 27, 2022	SELL	$167.39 - $206.64 $167,390 - $206,640	-1,000 Reduced 4.48%	21,338 $3.9 Million
Q1 2022 May 02, 2022	BUY	$194.83 - $232.11 $584 - $696	3 Added 0.01%	22,338 $4.79 Million
Q3 2021 Oct 15, 2021	SELL	$182.1 - $214.26 $40,244 - $47,351	-221 Reduced 0.98%	22,335 $4.07 Million
Q2 2021 Aug 03, 2021	SELL	$171.28 - $217.5 $34,256 - $43,500	-200 Reduced 0.88%	22,556 $4.69 Million
Q1 2021 Apr 23, 2021	BUY	$155.0 - $169.99 $8,990 - $9,859	58 Added 0.26%	22,756 $3.87 Million
Q4 2020 Jan 13, 2021	BUY	$155.78 - $176.54 $6,231 - $7,061	40 Added 0.18%	22,698 $3.82 Million
Q3 2020 Oct 26, 2020	BUY	$113.76 - $168.9 $600,197 - $891,116	5,276 Added 30.35%	22,658 $3.78 Million
Q2 2020 Jul 17, 2020	BUY	$90.0 - $111.18 $1.56 Million - $1.93 Million	17,382 New	17,382 $1.93 Million

Others Institutions Holding UPS

# of Institutions

2,432

Shares Held

506M

Call Options Held

13.8M

Put Options Held

12.8M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $93.8B
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 ...

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Sheets Smith Wealth Management United Parcel Service Inc Transaction History