A detailed history of Bdo Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 296 shares of UPS stock, worth $40,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
296
Previous 206 43.69%
Holding current value
$40,711
Previous $39,000 35.9%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$166.61 - $196.03 $14,994 - $17,642
90 Added 43.69%
296 $53,000
Q1 2023

May 09, 2023

SELL
$173.82 - $193.99 $10,429 - $11,639
-60 Reduced 22.56%
206 $39,000
Q3 2022

Nov 02, 2022

BUY
$161.54 - $208.05 $4,846 - $6,241
30 Added 12.71%
266 $43,000
Q2 2022

Aug 25, 2022

SELL
$167.39 - $206.64 $11,717 - $14,464
-70 Reduced 22.88%
236 $43,000
Q4 2021

Feb 11, 2022

BUY
$178.42 - $218.07 $21,410 - $26,168
120 Added 64.52%
306 $66,000
Q3 2021

Nov 09, 2021

SELL
$182.1 - $214.26 $10,197 - $11,998
-56 Reduced 23.14%
186 $34,000
Q2 2021

Sep 03, 2021

BUY
$171.28 - $217.5 $14,901 - $18,922
87 Added 56.13%
242 $50,000
Q1 2021

May 14, 2021

BUY
$155.0 - $169.99 $13,640 - $14,959
88 Added 131.34%
155 $26,000
Q4 2020

Feb 12, 2021

BUY
$155.78 - $176.54 $4,829 - $5,472
31 Added 86.11%
67 $11,000
Q3 2020

Nov 12, 2020

BUY
$113.76 - $168.9 $2,161 - $3,209
19 Added 111.76%
36 $6,000
Q1 2018

May 23, 2018

BUY
$101.66 - $134.09 $1,728 - $2,279
17 New
17 $2,000

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 $100B
  • 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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