Concord Wealth Partners United Parcel Service Inc Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in United Parcel Service Inc stock. As of the latest transaction made, Concord Wealth Partners holds 6,982 shares of UPS stock, worth $935,029. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,982
Previous 13,443 48.06%
Holding current value
$935,029
Previous $1.84 Million 48.29%
% of portfolio
0.16%
Previous 0.33%

Shares

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

Oct 24, 2024
SELL
$123.32 - $147.38 $796,770 - $952,222
-6,461 Reduced 48.06%
6,982 $951,000
Q2 2024

Jul 31, 2024
BUY
$134.2 - $152.27 $34,086 - $38,676
254 Added 1.93%
13,443 $1.84 Million
Q1 2024

Apr 30, 2024
BUY
$139.08 - $161.22 $512,927 - $594,579
3,688 Added 38.82%
13,189 $1.96 Million
Q4 2023

Apr 30, 2024
BUY
$134.83 - $162.94 $86,021 - $103,955
638 Added 7.2%
9,501 $1.49 Million
Q4 2023

Feb 05, 2024
BUY
$134.83 - $162.94 $86,021 - $103,955
638 Added 7.2%
9,501 $1.49 Million
Q3 2023

Apr 30, 2024
SELL
$151.9 - $188.34 $96,912 - $120,160
-638 Reduced 6.72%
8,863 $1.38 Million
Q3 2023

Oct 25, 2023
BUY
$151.9 - $188.34 $475,750 - $589,880
3,132 Added 54.65%
8,863 $1.38 Million
Q2 2023

Aug 07, 2023
BUY
$166.61 - $196.03 $239,418 - $281,695
1,437 Added 33.47%
5,731 $1.03 Million
Q1 2023

Apr 26, 2023
BUY
$173.82 - $193.99 $182,163 - $203,301
1,048 Added 32.29%
4,294 $832,000
Q4 2022

Jan 27, 2023
SELL
$159.14 - $190.36 $77,978 - $93,276
-490 Reduced 13.12%
3,246 $564,000
Q3 2022

Nov 10, 2022
SELL
$161.54 - $208.05 $1,292 - $1,664
-8 Reduced 0.21%
3,736 $604,000
Q2 2022

Aug 04, 2022
SELL
$167.39 - $206.64 $23,936 - $29,549
-143 Reduced 3.68%
3,744 $683,000
Q1 2022

Apr 20, 2022
BUY
$194.83 - $232.11 $17,924 - $21,354
92 Added 2.42%
3,887 $834,000
Q4 2021

Jan 21, 2022
BUY
$178.42 - $218.07 $381,283 - $466,015
2,137 Added 128.89%
3,795 $813,000
Q3 2021

Nov 09, 2021
SELL
$182.1 - $214.26 $203,041 - $238,899
-1,115 Reduced 40.21%
1,658 $302,000
Q2 2021

Jul 29, 2021
SELL
$171.28 - $217.5 $44,018 - $55,897
-257 Reduced 8.48%
2,773 $577,000
Q1 2021

May 13, 2021
BUY
$155.0 - $169.99 $235,290 - $258,044
1,518 Added 100.4%
3,030 $515,000
Q4 2020

Feb 16, 2021
BUY
$155.78 - $176.54 $235,539 - $266,928
1,512 New
1,512 $255,000

Others Institutions Holding UPS

# of Institutions
2,431
Shares Held
524M
Call Options Held
13.8M
Put Options Held
12.9M
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 $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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email