A detailed history of Capital Advisors Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,356 shares of UPS stock, worth $315,515. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,356
Previous 2,486 5.23%
Holding current value
$315,515
Previous $340,000 5.59%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 15, 2024

SELL
$123.32 - $147.38 $16,031 - $19,159
-130 Reduced 5.23%
2,356 $321,000
Q2 2024

Jul 16, 2024

SELL
$134.2 - $152.27 $153,524 - $174,196
-1,144 Reduced 31.52%
2,486 $340,000
Q1 2024

Apr 12, 2024

SELL
$139.08 - $161.22 $58,830 - $68,196
-423 Reduced 10.44%
3,630 $539,000
Q4 2023

Jan 08, 2024

SELL
$134.83 - $162.94 $2,426 - $2,932
-18 Reduced 0.44%
4,053 $637,000
Q3 2023

Oct 10, 2023

SELL
$151.9 - $188.34 $122,735 - $152,178
-808 Reduced 16.56%
4,071 $634,000
Q2 2023

Jul 11, 2023

BUY
$166.61 - $196.03 $38,986 - $45,871
234 Added 5.04%
4,879 $874,000
Q1 2023

Apr 14, 2023

BUY
$173.82 - $193.99 $14,948 - $16,683
86 Added 1.89%
4,645 $901,000
Q4 2022

Feb 09, 2023

BUY
$159.14 - $190.36 $17,027 - $20,368
107 Added 2.4%
4,559 $792,000
Q3 2022

Nov 14, 2022

BUY
$161.54 - $208.05 $484,458 - $623,941
2,999 Added 206.4%
4,452 $719,000
Q2 2022

Aug 04, 2022

BUY
$167.39 - $206.64 $243,217 - $300,247
1,453 New
1,453 $265,000

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 $97.7B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

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

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.