A detailed history of Strait & Sound Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 3,145 shares of UPS stock, worth $428,820. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,145
Previous 3,212 2.09%
Holding current value
$428,820
Previous $496 Million 5.6%
% of portfolio
0.26%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$139.08 - $161.22 $9,318 - $10,801
-67 Reduced 2.09%
3,145 $469 Million
Q3 2023

Nov 15, 2023

BUY
$151.9 - $188.34 $487,902 - $604,948
3,212 New
3,212 $501 Million
Q2 2023

Aug 29, 2023

SELL
$166.61 - $196.03 $304,563 - $358,342
-1,828 Closed
0 $0
Q4 2022

Feb 16, 2023

BUY
$159.14 - $190.36 $290,907 - $347,978
1,828 New
1,828 $327 Million

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 $99.5B
  • 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
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management 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 Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.