A detailed history of Heritage Wealth Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,696 shares of UPS stock, worth $498,812. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,696
Previous 3,831 3.52%
Holding current value
$498,812
Previous $524,000 4.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$123.32 - $147.38 $16,648 - $19,896
-135 Reduced 3.52%
3,696 $503,000
Q2 2024

Aug 05, 2024

BUY
$134.2 - $152.27 $425,950 - $483,304
3,174 Added 483.11%
3,831 $524,000
Q1 2024

May 08, 2024

SELL
$139.08 - $161.22 $769,668 - $892,191
-5,534 Reduced 89.39%
657 $97,000
Q4 2023

Feb 09, 2024

SELL
$134.83 - $162.94 $11,730 - $14,175
-87 Reduced 1.39%
6,191 $973,000
Q3 2023

Nov 08, 2023

BUY
$151.9 - $188.34 $164,355 - $203,783
1,082 Added 20.82%
6,278 $978,000
Q1 2023

May 04, 2023

SELL
$173.82 - $193.99 $869 - $969
-5 Reduced 0.1%
5,196 $1.01 Million
Q4 2022

Feb 06, 2023

BUY
$159.14 - $190.36 $47,105 - $56,346
296 Added 6.03%
5,201 $904,000
Q3 2022

Nov 10, 2022

BUY
$161.54 - $208.05 $161 - $208
1 Added 0.02%
4,905 $792,000
Q2 2022

Aug 04, 2022

BUY
$167.39 - $206.64 $194,674 - $240,322
1,163 Added 31.09%
4,904 $895,000
Q1 2022

May 11, 2022

SELL
$194.83 - $232.11 $1,558 - $1,856
-8 Reduced 0.21%
3,741 $802,000
Q4 2021

Feb 02, 2022

BUY
$178.42 - $218.07 $87,604 - $107,072
491 Added 15.07%
3,749 $803,000
Q3 2021

Nov 02, 2021

SELL
$182.1 - $214.26 $34,781 - $40,923
-191 Reduced 5.54%
3,258 $593,000
Q4 2020

Feb 01, 2021

BUY
$155.78 - $176.54 $6,386 - $7,238
41 Added 1.2%
3,449 $581,000
Q3 2020

Nov 03, 2020

SELL
$113.76 - $168.9 $10,807 - $16,045
-95 Reduced 2.71%
3,408 $567,000
Q2 2020

Jul 17, 2020

SELL
$90.0 - $111.18 $4.72 Million - $5.84 Million
-52,490 Reduced 93.74%
3,503 $389,000
Q2 2020

Jul 17, 2020

BUY
$90.0 - $111.18 $4.72 Million - $5.84 Million
52,491 Added 1498.89%
55,993 $389,000
Q1 2020

May 05, 2020

SELL
$86.17 - $118.61 $18,957 - $26,094
-220 Reduced 5.91%
3,502 $327,000
Q4 2019

Feb 04, 2020

BUY
$112.74 - $124.3 $5,749 - $6,339
51 Added 1.39%
3,722 $435,000
Q3 2019

Oct 30, 2019

BUY
$101.62 - $122.85 $1,016 - $1,228
10 Added 0.27%
3,671 $439,000
Q2 2019

Aug 05, 2019

SELL
$92.92 - $114.49 $2.06 Million - $2.54 Million
-22,156 Reduced 85.82%
3,661 $0
Q1 2019

May 06, 2019

BUY
$94.45 - $112.13 $532,509 - $632,188
5,638 Added 27.94%
25,817 $0
Q4 2018

Jan 28, 2019

SELL
$89.89 - $118.78 $116,857 - $154,414
-1,300 Reduced 6.05%
20,179 $1.97 Million
Q3 2018

Nov 14, 2018

BUY
$105.76 - $124.66 $197,242 - $232,490
1,865 Added 9.51%
21,479 $2.51 Million
Q2 2018

Jul 19, 2018

BUY
$103.84 - $118.34 $147,348 - $167,924
1,419 Added 7.8%
19,614 $2.08 Million
Q1 2018

May 10, 2018

BUY
$101.66 - $134.09 $199,761 - $263,486
1,965 Added 12.11%
18,195 $1.9 Million
Q4 2017

Feb 02, 2018

BUY
$112.55 - $123.72 $126,843 - $139,432
1,127 Added 7.46%
16,230 $1.93 Million
Q3 2017

Nov 07, 2017

BUY
$110.17 - $120.09 $1.66 Million - $1.81 Million
15,103
15,103 $1.82 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 $98.5B
  • 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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