A detailed history of Hcr Wealth Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,627 shares of UPS stock, worth $351,807. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,627
Previous 2,627 -0.0%
Holding current value
$351,807
Previous $359,000 0.28%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$134.2 - $152.27 $6,441 - $7,308
-48 Reduced 1.79%
2,627 $359,000
Q1 2024

May 10, 2024

SELL
$139.08 - $161.22 $63,698 - $73,838
-458 Reduced 14.62%
2,675 $397,000
Q4 2023

Feb 09, 2024

BUY
$134.83 - $162.94 $243,368 - $294,106
1,805 Added 135.92%
3,133 $492,000
Q3 2023

Oct 20, 2023

BUY
$151.9 - $188.34 $201,723 - $250,115
1,328 New
1,328 $206,000
Q2 2022

Aug 12, 2022

SELL
$167.39 - $206.64 $163,037 - $201,267
-974 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$194.83 - $232.11 $3,896 - $4,642
-20 Reduced 2.01%
974 $209,000
Q4 2021

Feb 04, 2022

BUY
$178.42 - $218.07 $177,349 - $216,761
994 New
994 $213,000
Q3 2021

Nov 02, 2021

SELL
$182.1 - $214.26 $194,118 - $228,401
-1,066 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$171.28 - $217.5 $182,584 - $231,855
1,066 New
1,066 $222,000
Q1 2021

May 13, 2021

SELL
$155.0 - $169.99 $215,915 - $236,796
-1,393 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$113.76 - $168.9 $158,467 - $235,277
1,393 New
1,393 $232,000

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 $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
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