A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 23,937 shares of UPS stock, worth $3.21 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
23,937
Previous 25,942 7.73%
Holding current value
$3.21 Million
Previous $3.55 Million 8.11%
% of portfolio
0.71%
Previous 0.83%

Shares

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

Oct 30, 2024

SELL
$123.32 - $147.38 $247,256 - $295,496
-2,005 Reduced 7.73%
23,937 $3.26 Million
Q2 2024

Aug 05, 2024

BUY
$134.2 - $152.27 $208,949 - $237,084
1,557 Added 6.39%
25,942 $3.55 Million
Q1 2024

May 10, 2024

BUY
$139.08 - $161.22 $44,922 - $52,074
323 Added 1.34%
24,385 $3.62 Million
Q4 2023

Feb 05, 2024

BUY
$134.83 - $162.94 $1.41 Million - $1.7 Million
10,438 Added 76.61%
24,062 $3.78 Million
Q3 2023

Nov 06, 2023

BUY
$151.9 - $188.34 $3,645 - $4,520
24 Added 0.18%
13,624 $2.12 Million
Q2 2023

Aug 10, 2023

BUY
$166.61 - $196.03 $35,987 - $42,342
216 Added 1.61%
13,600 $2.44 Million
Q1 2023

May 08, 2023

BUY
$173.82 - $193.99 $33,547 - $37,440
193 Added 1.46%
13,384 $2.6 Million
Q4 2022

Feb 07, 2023

BUY
$159.14 - $190.36 $23,552 - $28,173
148 Added 1.13%
13,191 $2.29 Million
Q3 2022

Nov 09, 2022

SELL
$161.54 - $208.05 $545,359 - $702,376
-3,376 Reduced 20.56%
13,043 $2.11 Million
Q3 2022

Oct 19, 2022

BUY
$161.54 - $208.05 $588,813 - $758,342
3,645 Added 28.53%
16,419 $2.65 Million
Q2 2022

Aug 15, 2022

BUY
$167.39 - $206.64 $216,435 - $267,185
1,293 Added 11.26%
12,774 $2.33 Million
Q1 2022

May 17, 2022

BUY
$194.83 - $232.11 $97,804 - $116,519
502 Added 4.57%
11,481 $2.46 Million
Q4 2021

Feb 15, 2022

BUY
$178.42 - $218.07 $39,073 - $47,757
219 Added 2.04%
10,979 $2.35 Million
Q3 2021

Nov 16, 2021

SELL
$182.1 - $214.26 $417,191 - $490,869
-2,291 Reduced 17.55%
10,760 $1.96 Million
Q2 2021

Aug 11, 2021

BUY
$171.28 - $217.5 $2,397 - $3,045
14 Added 0.11%
13,051 $2.71 Million
Q1 2021

May 17, 2021

BUY
$155.0 - $169.99 $67,115 - $73,605
433 Added 3.44%
13,037 $2.22 Million
Q4 2020

Feb 16, 2021

BUY
$155.78 - $176.54 $16,512 - $18,713
106 Added 0.85%
12,604 $2.12 Million
Q3 2020

Nov 16, 2020

SELL
$113.76 - $168.9 $1.11 Million - $1.65 Million
-9,767 Reduced 43.87%
12,498 $2.08 Million
Q2 2020

Aug 12, 2020

BUY
$90.0 - $111.18 $162,720 - $201,013
1,808 Added 8.84%
22,265 $2.48 Million
Q1 2020

May 14, 2020

BUY
$86.17 - $118.61 $225,248 - $310,046
2,614 Added 14.65%
20,457 $1.91 Million
Q4 2019

Feb 14, 2020

BUY
$112.74 - $124.3 $142,052 - $156,618
1,260 Added 7.6%
17,843 $2.09 Million
Q3 2019

Nov 14, 2019

BUY
$101.62 - $122.85 $484,219 - $585,380
4,765 Added 40.32%
16,583 $1.99 Million
Q2 2019

Aug 20, 2019

BUY
$92.92 - $114.49 $140,587 - $173,223
1,513 Added 14.68%
11,818 $1.22 Million
Q1 2019

May 10, 2019

SELL
$94.45 - $112.13 $9,161 - $10,876
-97 Reduced 0.93%
10,305 $1.15 Million
Q4 2018

Feb 14, 2019

BUY
$89.89 - $118.78 $935,035 - $1.24 Million
10,402 New
10,402 $1.02 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 $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 Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. 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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.