A detailed history of Core Wealth Advisors, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 515 shares of UPS stock, worth $70,220. This represents 0.03% of its overall portfolio holdings.

Number of Shares
515
Previous 495 4.04%
Holding current value
$70,220
Previous $77,000 1.3%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$139.08 - $161.22 $2,781 - $3,224
20 Added 4.04%
515 $76,000
Q4 2023

Feb 14, 2024

BUY
$134.83 - $162.94 $48,269 - $58,332
358 Added 261.31%
495 $77,000
Q2 2023

Aug 14, 2023

BUY
$166.61 - $196.03 $14,161 - $16,662
85 Added 163.46%
137 $24,000
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $7,479 - $8,946
47 Added 940.0%
52 $9,000
Q1 2022

May 16, 2022

SELL
$194.83 - $232.11 $5,065 - $6,034
-26 Reduced 83.87%
5 $1,000
Q3 2021

Nov 09, 2021

SELL
$182.1 - $214.26 $9,105 - $10,713
-50 Reduced 61.73%
31 $6,000
Q2 2021

Aug 03, 2021

BUY
$171.28 - $217.5 $8,564 - $10,875
50 Added 161.29%
81 $17,000
Q3 2020

Nov 12, 2020

BUY
$113.76 - $168.9 $2,957 - $4,391
26 Added 520.0%
31 $5,000
Q2 2020

Jul 31, 2020

SELL
$90.0 - $111.18 $3,420 - $4,224
-38 Reduced 88.37%
5 $1,000
Q1 2020

Apr 29, 2020

BUY
$86.17 - $118.61 $3,274 - $4,507
38 Added 760.0%
43 $4,000
Q4 2019

Feb 14, 2020

BUY
$112.74 - $124.3 $563 - $621
5 New
5 $1,000

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 $99.5B
  • 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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