A detailed history of Ivc Wealth Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,629 shares of UPS stock, worth $214,001. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,629
Previous 3,008 45.84%
Holding current value
$214,001
Previous $411,000 45.99%
% of portfolio
0.12%
Previous 0.23%

Shares

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

Oct 24, 2024

SELL
$123.32 - $147.38 $170,058 - $203,237
-1,379 Reduced 45.84%
1,629 $222,000
Q2 2024

Jul 16, 2024

BUY
$134.2 - $152.27 $2,818 - $3,197
21 Added 0.7%
3,008 $411,000
Q1 2024

Apr 19, 2024

SELL
$139.08 - $161.22 $131,152 - $152,030
-943 Reduced 23.99%
2,987 $443,000
Q4 2023

Jan 10, 2024

SELL
$134.83 - $162.94 $268,176 - $324,087
-1,989 Reduced 33.6%
3,930 $617,000
Q3 2023

Oct 05, 2023

SELL
$151.9 - $188.34 $5,012 - $6,215
-33 Reduced 0.55%
5,919 $922,000
Q2 2023

Jul 13, 2023

BUY
$166.61 - $196.03 $290,734 - $342,072
1,745 Added 41.48%
5,952 $1.07 Million
Q1 2023

Apr 13, 2023

SELL
$173.82 - $193.99 $260,556 - $290,791
-1,499 Reduced 26.27%
4,207 $816,000
Q4 2022

Jan 17, 2023

BUY
$159.14 - $190.36 $239,664 - $286,682
1,506 Added 35.86%
5,706 $0
Q3 2022

Oct 12, 2022

SELL
$161.54 - $208.05 $19,384 - $24,966
-120 Reduced 2.78%
4,200 $678,000
Q2 2022

Jul 11, 2022

SELL
$167.39 - $206.64 $7,030 - $8,678
-42 Reduced 0.96%
4,320 $789,000
Q1 2022

Apr 27, 2022

SELL
$194.83 - $232.11 $38,381 - $45,725
-197 Reduced 4.32%
4,362 $935,000
Q4 2021

Jan 13, 2022

SELL
$178.42 - $218.07 $46,032 - $56,262
-258 Reduced 5.36%
4,559 $977,000
Q3 2021

Oct 08, 2021

SELL
$182.1 - $214.26 $31,685 - $37,281
-174 Reduced 3.49%
4,817 $877,000
Q2 2021

Jul 13, 2021

BUY
$171.28 - $217.5 $23,122 - $29,362
135 Added 2.78%
4,991 $1.04 Million
Q1 2021

Apr 20, 2021

BUY
$155.0 - $169.99 $59,365 - $65,106
383 Added 8.56%
4,856 $826,000
Q4 2020

Feb 01, 2021

BUY
$155.78 - $176.54 $696,803 - $789,663
4,473 New
4,473 $753,000

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 $95.8B
  • 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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