A detailed history of Waypoint Wealth Counsel transactions in United Parcel Service Inc stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,406 shares of UPS stock, worth $315,715. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,406
Previous 2,359 1.99%
Holding current value
$315,715
Previous $323 Million 1.62%
% of portfolio
0.22%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$123.32 - $147.38 $5,796 - $6,926
47 Added 1.99%
2,406 $328 Million
Q2 2024

Jul 19, 2024

SELL
$134.2 - $152.27 $5,502 - $6,243
-41 Reduced 1.71%
2,359 $323 Million
Q1 2024

Apr 12, 2024

SELL
$139.08 - $161.22 $2,781 - $3,224
-20 Reduced 0.83%
2,400 $357 Million
Q4 2023

Apr 03, 2024

SELL
$134.83 - $162.94 $41,527 - $50,185
-308 Reduced 11.29%
2,420 $381 Million
Q3 2023

Apr 03, 2024

SELL
$151.9 - $188.34 $5,316 - $6,591
-35 Reduced 1.27%
2,728 $425 Million
Q2 2023

Apr 02, 2024

BUY
$166.61 - $196.03 $12,662 - $14,898
76 Added 2.83%
2,763 $495 Million
Q1 2023

Apr 04, 2024

BUY
$173.82 - $193.99 $55,100 - $61,494
317 Added 13.1%
2,737 $531 Million
Q4 2022

Mar 22, 2024

BUY
$159.14 - $190.36 $427,609 - $511,497
2,687 New
2,687 $467 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 $95.7B
  • 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 Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel 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 Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.