FORVIS WEALTH ADVISORS, LLC – United Parcel Service, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.75M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.30% | 139 shares | -202K | $161.54 | 10.83K |
| Q2 2022 | share | Increase | +3.90% | 401 shares | -256K | $182.54 | 10.69K |
| Q1 2022 | share | Decrease | -1.65% | -173 shares | -36K | $214.46 | 10.29K |
| Q4 2021 | share | Increase | +1.11% | 115 shares | 359K | $213.9 | 10.46K |
| Q3 2021 | share | Increase | +3.43% | 343 shares | -197K | $181.21 | 10.35K |
| Q2 2021 | share | Decrease | -2.79% | -287 shares | 332K | $205.87 | 10.00K |
| Q1 2021 | share | Decrease | -20.75% | -2.69K shares | -438K | $167.47 | 10.29K |
| Q4 2020 | share | Increase | +2.17% | 276 shares | 69K | $164.85 | 12.99K |
| Q3 2020 | share | Decrease | -4.52% | -602 shares | 638K | $162.12 | 12.71K |
| Q2 2020 | share | Decrease | -26.95% | -4.91K shares | -222K | $107.49 | 13.31K |
| Q1 2020 | share | Decrease | -29.55% | -7.64K shares | -1.32M | $89.38 | 18.23K |
| Q4 2019 | share | Decrease | -3.80% | -1.02K shares | -194K | $110.86 | 25.87K |
| Q3 2019 | share | Increase | +36.06% | 7.13K shares | 1.18M | $112.6 | 26.9K |
| Q2 2019 | share | Increase | +0.40% | 79 shares | -158K | $96.25 | 19.77K |
| Q1 2019 | share | Increase | +84.75% | 9.03K shares | 1.16M | $103.15 | 19.69K |
| Q4 2018 | share | Decrease | -42.07% | -7.74K shares | -1.10M | $89.26 | 10.65K |
| Q3 2018 | share | Increase | +5.58% | 972 shares | 297K | $105.97 | 18.39K |
| Q2 2018 | share | Increase | +522.84% | 14.62K shares | 1.55M | $95.71 | 17.42K |
| Q1 2018 | share | Decrease | -51.75% | -3.00K shares | -398K | $93.56 | 2.79K |
| Q4 2017 | share | Decrease | -0.87% | -51 shares | -12K | $105.6 | 5.79K |
| Q3 2017 | share | Increase | +7.54% | 410 shares | 101K | $105.66 | 5.85K |
| Q2 2017 | share | Increase | +49.94% | 1.81K shares | 213K | $96.58 | 5.44K |
| Q1 2017 | share | Increase | +63.72% | 1.41K shares | 135K | $92.97 | 3.62K |
| Q4 2016 | share | Increase | +12.95% | 254 shares | 39K | $98.56 | 2.21K |
| Q3 2016 | share | Increase | 0.00% | 1.96K shares | 215K | $93.38 | 1.96K |