Spire Wealth Management United Parcel Service Inc Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in United Parcel Service Inc stock. As of the latest transaction made, Spire Wealth Management holds 10,200 shares of UPS stock, worth $1.38 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,200

Previous 12,385 17.64%

Holding current value

$1.38 Million

Previous $1.69 Million 17.95%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$123.32 - $147.38 $269,454 - $322,025	-2,185 Reduced 17.64%	10,200 $1.39 Million
Q2 2024 Jul 31, 2024	BUY	$134.2 - $152.27 $97,429 - $110,548	726 Added 6.23%	12,385 $1.69 Million
Q1 2024 Apr 24, 2024	BUY	$139.08 - $161.22 $31,988 - $37,080	230 Added 2.01%	11,659 $1.73 Million
Q4 2023 Feb 06, 2024	BUY	$134.83 - $162.94 $72,403 - $87,498	537 Added 4.93%	11,429 $1.8 Million
Q3 2023 Nov 08, 2023	BUY	$151.9 - $188.34 $787,297 - $976,166	5,183 Added 90.79%	10,892 $1.7 Million
Q2 2023 Aug 09, 2023	SELL	$166.61 - $196.03 $171,108 - $201,322	-1,027 Reduced 15.25%	5,709 $1.02 Million
Q1 2023 May 09, 2023	BUY	$173.82 - $193.99 $527,717 - $588,953	3,036 Added 82.05%	6,736 $1.31 Million
Q4 2022 Feb 03, 2023	BUY	$159.14 - $190.36 $72,886 - $87,184	458 Added 14.13%	3,700 $643,000
Q3 2022 Nov 07, 2022	SELL	$161.54 - $208.05 $1.33 Million - $1.72 Million	-8,249 Reduced 71.79%	3,242 $524,000
Q2 2022 Jul 22, 2022	SELL	$167.39 - $206.64 $734,339 - $906,529	-4,387 Reduced 27.63%	11,491 $2.1 Million
Q1 2022 Apr 18, 2022	SELL	$194.83 - $232.11 $152,162 - $181,277	-781 Reduced 4.69%	15,878 $3.41 Million
Q4 2021 Jan 14, 2022	BUY	$178.42 - $218.07 $390,382 - $477,137	2,188 Added 15.12%	16,659 $3.56 Million
Q3 2021 Oct 22, 2021	BUY	$182.1 - $214.26 $156,241 - $183,835	858 Added 6.3%	14,471 $2.64 Million
Q2 2021 Jul 26, 2021	SELL	$171.28 - $217.5 $495,684 - $629,445	-2,894 Reduced 17.53%	13,613 $2.83 Million
Q1 2021 May 21, 2021	BUY	$155.0 - $169.99 $2.56 Million - $2.81 Million	16,507 New	16,507 $2 Million

Others Institutions Holding UPS

# of Institutions

2,445

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

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 $98.4B
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

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management United Parcel Service Inc Transaction History