Hb Wealth Management, LLC United Parcel Service Inc Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Hb Wealth Management, LLC holds 43,075 shares of UPS stock, worth $4.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

43,075

Previous 39,106 10.15%

Holding current value

$4.22 Million

Previous $4.93 Million 3.93%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$109.66 - $136.26 $435,240 - $540,815	3,969 Added 10.15%	43,075 $4.74 Million
Q4 2024 Jan 15, 2025	BUY	$122.65 - $138.35 $758,344 - $855,418	6,183 Added 18.78%	39,106 $4.93 Million
Q3 2024 Oct 15, 2024	SELL	$123.32 - $147.38 $467,506 - $558,717	-3,791 Reduced 10.33%	32,923 $4.49 Million
Q2 2024 Jul 26, 2024	SELL	$134.2 - $152.27 $350,932 - $398,186	-2,615 Reduced 6.65%	36,714 $5.02 Million
Q1 2024 Apr 30, 2024	SELL	$139.08 - $161.22 $125,032 - $144,936	-899 Reduced 2.23%	39,329 $5.85 Million
Q4 2023 Jan 16, 2024	SELL	$134.83 - $162.94 $130,919 - $158,214	-971 Reduced 2.36%	40,228 $6.33 Million
Q3 2023 Oct 13, 2023	BUY	$151.9 - $188.34 $312,914 - $387,980	2,060 Added 5.26%	41,199 $6.42 Million
Q2 2023 Jul 13, 2023	BUY	$166.61 - $196.03 $818,055 - $962,507	4,910 Added 14.34%	39,139 $7.02 Million
Q1 2023 Apr 13, 2023	SELL	$173.82 - $193.99 $746,904 - $833,575	-4,297 Reduced 11.15%	34,229 $6.64 Million
Q4 2022 Jan 20, 2023	BUY	$159.14 - $190.36 $2.83 Million - $3.39 Million	17,807 Added 85.95%	38,526 $0
Q3 2022 Oct 19, 2022	SELL	$161.54 - $208.05 $1 Million - $1.29 Million	-6,217 Reduced 23.08%	20,719 $3.35 Million
Q2 2022 Jul 15, 2022	BUY	$167.39 - $206.64 $598,084 - $738,324	3,573 Added 15.29%	26,936 $4.92 Million
Q1 2022 May 16, 2022	BUY	$194.83 - $232.11 $1.93 Million - $2.3 Million	9,911 Added 73.68%	23,363 $5.01 Million
Q4 2021 Feb 15, 2022	BUY	$178.42 - $218.07 $2.4 Million - $2.93 Million	13,452 New	13,452 $2.88 Million

Others Institutions Holding UPS

# of Institutions

2,544

Shares Held

496M

Call Options Held

14.7M

Put Options Held

14M

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 $71.6B
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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Hb Wealth Management, LLC United Parcel Service Inc Transaction History