Congress Wealth Management LLC United Parcel Service Inc Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

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 69,903 shares of UPS stock, worth $9.36 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

69,903

Previous 72,826 4.01%

Holding current value

$9.36 Million

Previous $10.8 Million 11.62%

% of portfolio

0.16%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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

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 ...

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Congress Wealth Management LLC United Parcel Service Inc Transaction History