A detailed history of Icon Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 19,214 shares of UPS stock, worth $2.59 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
19,214
Previous 19,299 0.44%
Holding current value
$2.59 Million
Previous $3.03 Million 5.9%
% of portfolio
0.27%
Previous 0.32%

Shares

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

May 15, 2024

SELL
$139.08 - $161.22 $11,821 - $13,703
-85 Reduced 0.44%
19,214 $2.86 Million
Q4 2023

Feb 14, 2024

SELL
$134.83 - $162.94 $1.78 Million - $2.16 Million
-13,232 Reduced 40.68%
19,299 $3.03 Million
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $35,488 - $42,450
223 Added 0.69%
32,531 $5.66 Million
Q3 2022

Jan 25, 2023

BUY
$161.54 - $208.05 $5.22 Million - $6.72 Million
32,308 New
32,308 $5.22 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 $98.4B
  • 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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.