A detailed history of Congress Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 71,288 shares of UPS stock, worth $9.37 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
71,288
Previous 69,903 1.98%
Holding current value
$9.37 Million
Previous $9.57 Million 1.56%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 12, 2024

BUY
$123.32 - $147.38 $170,798 - $204,121
1,385 Added 1.98%
71,288 $9.72 Million
Q2 2024

Aug 13, 2024

SELL
$134.2 - $152.27 $392,266 - $445,085
-2,923 Reduced 4.01%
69,903 $9.57 Million
Q1 2024

Apr 18, 2024

BUY
$139.08 - $161.22 $2.6 Million - $3.01 Million
18,660 Added 34.45%
72,826 $10.8 Million
Q4 2023

Feb 09, 2024

SELL
$134.83 - $162.94 $1.64 Million - $1.98 Million
-12,176 Reduced 18.35%
54,166 $8.52 Million
Q3 2023

Oct 30, 2023

BUY
$151.9 - $188.34 $353,927 - $438,832
2,330 Added 3.64%
66,342 $10.3 Million
Q2 2023

Jul 13, 2023

BUY
$166.61 - $196.03 $224,257 - $263,856
1,346 Added 2.15%
64,012 $11.5 Million
Q1 2023

Apr 14, 2023

BUY
$173.82 - $193.99 $598,983 - $668,489
3,446 Added 5.82%
62,666 $12.2 Million
Q4 2022

Feb 02, 2023

BUY
$159.14 - $190.36 $151,978 - $181,793
955 Added 1.64%
59,220 $10.3 Million
Q3 2022

Nov 08, 2022

BUY
$161.54 - $208.05 $381,557 - $491,414
2,362 Added 4.23%
58,265 $9.41 Million
Q2 2022

Aug 11, 2022

BUY
$167.39 - $206.64 $11,047 - $13,638
66 Added 0.12%
55,903 $10.2 Million
Q1 2022

May 16, 2022

BUY
$194.83 - $232.11 $263,020 - $313,348
1,350 Added 2.48%
55,837 $12 Million
Q4 2021

Feb 04, 2022

BUY
$178.42 - $218.07 $9.72 Million - $11.9 Million
54,487 New
54,487 $11.7 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 $95.8B
  • 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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