EVERCORE WEALTH MANAGEMENT, LLC – United Parcel Service, Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$6.66M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | +0.12% | 51 shares | -857K | $161.54 | 41.24K |
| Q2 2022 | share | Decrease | -0.45% | -185 shares | -1.35M | $182.54 | 41.19K |
| Q1 2022 | share | Decrease | -1.91% | -805 shares | -167K | $214.46 | 41.37K |
| Q4 2021 | share | Increase | +0.04% | 15 shares | 1.36M | $213.9 | 42.18K |
| Q3 2021 | share | Decrease | -1.72% | -740 shares | -1.24M | $181.21 | 42.16K |
| Q2 2021 | share | Decrease | -7.65% | -3.55K shares | 1.02M | $205.87 | 42.90K |
| Q1 2021 | share | Decrease | -9.20% | -4.70K shares | -719K | $167.47 | 46.46K |
| Q4 2020 | share | Decrease | -0.54% | -279 shares | 44K | $164.85 | 51.16K |
| Q3 2020 | share | Decrease | -6.90% | -3.81K shares | 2.42M | $162.12 | 51.44K |
| Q2 2020 | share | Decrease | -6.71% | -3.97K shares | 610K | $107.49 | 55.25K |
| Q1 2020 | share | Decrease | -9.77% | -6.41K shares | -2.15M | $89.38 | 59.23K |
| Q4 2019 | share | Decrease | -2.71% | -1.82K shares | -401K | $110.86 | 65.64K |
| Q3 2019 | share | Increase | +3.69% | 2.40K shares | 1.36M | $112.6 | 67.47K |
| Q2 2019 | share | Increase | +9.29% | 5.53K shares | 66K | $96.25 | 65.07K |
| Q1 2019 | share | Decrease | -12.39% | -8.42K shares | 25K | $103.15 | 59.53K |
| Q4 2018 | share | Decrease | -1.73% | -1.19K shares | -1.44M | $89.26 | 67.96K |
| Q3 2018 | share | Decrease | -7.60% | -5.68K shares | 124K | $105.97 | 69.15K |
| Q2 2018 | share | Increase | +0.84% | 625 shares | 182K | $95.71 | 74.84K |
| Q1 2018 | share | Decrease | -4.22% | -3.27K shares | -1.46M | $93.56 | 74.22K |
| Q4 2017 | share | Increase | +1.77% | 1.34K shares | 89K | $105.6 | 77.49K |
| Q3 2017 | share | Decrease | -0.01% | -6 shares | 723K | $105.66 | 76.14K |
| Q2 2017 | share | Decrease | -3.81% | -3.01K shares | -72K | $96.58 | 76.15K |
| Q1 2017 | share | Decrease | -3.24% | -2.65K shares | -885K | $92.97 | 79.16K |
| Q4 2016 | share | Decrease | -0.19% | -159 shares | 415K | $98.56 | 81.81K |
| Q3 2016 | share | Decrease | -0.70% | -582 shares | 71K | $93.38 | 81.97K |
| Q2 2016 | share | Decrease | -3.48% | -2.97K shares | -128K | $91.33 | 82.56K |
| Q1 2016 | share | Decrease | -10.32% | -9.84K shares | -157K | $88.74 | 85.53K |