Zhang Financial LLC United Parcel Service Inc Transaction History

Zhang Financial LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$134.83 - $162.94 $43,684 - $52,792	-324 Reduced 8.76%	3,375 $530,000
Q3 2023 Oct 11, 2023	BUY	$151.9 - $188.34 $54,835 - $67,990	361 Added 10.81%	3,699 $576,000
Q2 2023 Jul 18, 2023	BUY	$166.61 - $196.03 $143,451 - $168,781	861 Added 34.76%	3,338 $598,000
Q1 2023 May 10, 2023	BUY	$173.82 - $193.99 $47,800 - $53,347	275 Added 12.49%	2,477 $480,000
Q4 2022 May 17, 2023	SELL	$159.14 - $190.36 $43,763 - $52,349	-275 Reduced 11.1%	2,202 $382,000
Q4 2022 Jan 17, 2023	BUY	$159.14 - $190.36 $24,825 - $29,696	156 Added 7.62%	2,202 $383,000
Q3 2022 Oct 18, 2022	SELL	$161.54 - $208.05 $161 - $208	-1 Reduced 0.05%	2,046 $330,000
Q2 2022 Jul 14, 2022	BUY	$167.39 - $206.64 $77,668 - $95,880	464 Added 29.31%	2,047 $374,000
Q1 2022 Apr 21, 2022	BUY	$194.83 - $232.11 $90,595 - $107,931	465 Added 41.59%	1,583 $340,000
Q4 2021 Feb 10, 2022	BUY	$178.42 - $218.07 $199,473 - $243,802	1,118 New	1,118 $240,000
Q3 2016 May 28, 2019	SELL	N/A	-3,151 Closed	0 $0
Q1 2016 May 28, 2019	SELL	N/A	-31 Reduced 0.97%	3,151 $332,000
Q4 2015 May 28, 2019	BUY	N/A	11 Added 0.35%	3,182 $306,000
Q3 2015 May 24, 2019	BUY	N/A	20 Added 0.63%	3,171 $313,000
Q2 2015 May 24, 2019	BUY	N/A	16 Added 0.51%	3,151 $305,000
Q2 2012 May 30, 2019	BUY	N/A	18 Added 0.58%	3,135 $247,000
Q1 2012 May 30, 2019	BUY	N/A	3,117	3,117 $252,000

2,447

510M

14.9M

12.9M

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $99B
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 Zhang Financial LLC, based on Form 13F filings with the SEC.

Stay updated on Zhang Financial LLC with notifications on news.