Balboa Wealth Partners United Parcel Service Inc Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in United Parcel Service Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 6,976 shares of UPS stock, worth $706,808. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,976
Previous 7,145 2.37%
Holding current value
$706,808
Previous $900,000 14.78%
% of portfolio
0.19%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$109.66 - $136.26 $18,532 - $23,027
-169 Reduced 2.37%
6,976 $767,000
Q4 2024

Feb 10, 2025
BUY
$122.65 - $138.35 $26,247 - $29,606
214 Added 3.09%
7,145 $900,000
Q3 2024

Nov 06, 2024
BUY
$123.32 - $147.38 $664,694 - $794,378
5,390 Added 349.77%
6,931 $944,000
Q2 2024

Aug 13, 2024
BUY
$134.2 - $152.27 $805 - $913
6 Added 0.39%
1,541 $210,000
Q1 2024

May 13, 2024
BUY
$139.08 - $161.22 $6,675 - $7,738
48 Added 3.23%
1,535 $228,000
Q4 2023

Feb 09, 2024
SELL
$134.83 - $162.94 $90,875 - $109,821
-674 Reduced 31.19%
1,487 $233,000
Q3 2023

Oct 23, 2023
SELL
$151.9 - $188.34 $8,658 - $10,735
-57 Reduced 2.57%
2,161 $336,000
Q2 2023

Aug 08, 2023
SELL
$166.61 - $196.03 $8,330 - $9,801
-50 Reduced 2.2%
2,218 $397,000
Q1 2023

May 11, 2023
SELL
$173.82 - $193.99 $3,302 - $3,685
-19 Reduced 0.83%
2,268 $439,000
Q4 2022

Feb 14, 2023
SELL
$159.14 - $190.36 $9,707 - $11,611
-61 Reduced 2.6%
2,287 $397,000
Q3 2022

Jan 04, 2023
BUY
$161.54 - $208.05 $379,295 - $488,501
2,348 New
2,348 $379,000

Others Institutions Holding UPS

# of Institutions
2,538
Shares Held
495M
Call Options Held
14.7M
Put Options Held
14M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $73.9B
  • 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
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