A detailed history of Avitas Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 10,471 shares of UPS stock, worth $1.41 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,471
Previous 10,513 0.4%
Holding current value
$1.41 Million
Previous $1.44 Million 0.76%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 25, 2024

SELL
$123.32 - $147.38 $5,179 - $6,189
-42 Reduced 0.4%
10,471 $1.43 Million
Q2 2024

Jul 24, 2024

SELL
$134.2 - $152.27 $1.04 Million - $1.18 Million
-7,754 Reduced 42.45%
10,513 $1.44 Million
Q1 2024

Apr 24, 2024

SELL
$139.08 - $161.22 $31,571 - $36,596
-227 Reduced 1.23%
18,267 $2.72 Million
Q4 2023

Jan 24, 2024

SELL
$134.83 - $162.94 $206,289 - $249,298
-1,530 Reduced 7.64%
18,494 $2.91 Million
Q3 2023

Nov 02, 2023

SELL
$151.9 - $188.34 $67,595 - $83,811
-445 Reduced 2.17%
20,024 $3.12 Million
Q2 2023

Jul 18, 2023

SELL
$166.61 - $196.03 $13,495 - $15,878
-81 Reduced 0.39%
20,469 $3.67 Million
Q1 2023

May 15, 2023

BUY
$173.82 - $193.99 $142,184 - $158,683
818 Added 4.15%
20,550 $3.99 Million
Q4 2022

Jan 10, 2023

BUY
$159.14 - $190.36 $469,622 - $561,752
2,951 Added 17.59%
19,732 $0
Q3 2022

Oct 27, 2022

BUY
$161.54 - $208.05 $917,224 - $1.18 Million
5,678 Added 51.14%
16,781 $2.71 Million
Q2 2022

Jul 29, 2022

BUY
$167.39 - $206.64 $16,069 - $19,837
96 Added 0.87%
11,103 $2.03 Million
Q1 2022

Apr 28, 2022

SELL
$194.83 - $232.11 $1.6 Million - $1.91 Million
-8,208 Reduced 42.72%
11,007 $2.36 Million
Q4 2021

Jan 26, 2022

BUY
$178.42 - $218.07 $43,891 - $53,645
246 Added 1.3%
19,215 $4.12 Million
Q3 2021

Oct 28, 2021

SELL
$182.1 - $214.26 $57,725 - $67,920
-317 Reduced 1.64%
18,969 $3.45 Million
Q2 2021

Jul 12, 2021

BUY
$171.28 - $217.5 $76,048 - $96,570
444 Added 2.36%
19,286 $4.01 Million
Q1 2021

May 13, 2021

SELL
$155.0 - $169.99 $200,105 - $219,457
-1,291 Reduced 6.41%
18,842 $3.2 Million
Q4 2020

Feb 26, 2021

SELL
$155.78 - $176.54 $3,738 - $4,236
-24 Reduced 0.12%
20,133 $3.39 Million
Q3 2020

Oct 06, 2020

SELL
$113.76 - $168.9 $16,950 - $25,166
-149 Reduced 0.73%
20,157 $3.36 Million
Q2 2020

Jul 30, 2020

SELL
$90.0 - $111.18 $61,920 - $76,491
-688 Reduced 3.28%
20,306 $2.26 Million
Q1 2020

May 13, 2020

BUY
$86.17 - $118.61 $136,320 - $187,641
1,582 Added 8.15%
20,994 $1.96 Million
Q4 2019

Feb 13, 2020

BUY
$112.74 - $124.3 $9,244 - $10,192
82 Added 0.42%
19,412 $2.27 Million
Q3 2019

Oct 18, 2019

BUY
$101.62 - $122.85 $21,949 - $26,535
216 Added 1.13%
19,330 $2.32 Million
Q2 2019

Jul 23, 2019

SELL
$92.92 - $114.49 $22,765 - $28,050
-245 Reduced 1.27%
19,114 $1.97 Million
Q1 2019

May 01, 2019

BUY
$94.45 - $112.13 $7,933 - $9,418
84 Added 0.44%
19,359 $2.16 Million
Q4 2018

Feb 08, 2019

BUY
$89.89 - $118.78 $4,045 - $5,345
45 Added 0.23%
19,275 $1.88 Million
Q3 2018

Nov 13, 2018

BUY
$105.76 - $124.66 $35,535 - $41,885
336 Added 1.78%
19,230 $2.25 Million
Q2 2018

Aug 13, 2018

BUY
$103.84 - $118.34 $1.96 Million - $2.24 Million
18,894 New
18,894 $2.01 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 $98.5B
  • 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 Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.