A detailed history of Balboa Wealth Partners transactions in United Parcel Service Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 6,931 shares of UPS stock, worth $940,398. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,931
Previous 1,541 349.77%
Holding current value
$940,398
Previous $210,000 349.52%
% of portfolio
0.24%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITED PARCEL SERVICE INC


  • 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 ...
More about UPS
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