A detailed history of Kingswood Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,320 shares of UPS stock, worth $712,454. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,320
Previous 5,769 7.78%
Holding current value
$712,454
Previous $790 Million 8.21%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 21, 2024

SELL
$123.32 - $147.38 $55,370 - $66,173
-449 Reduced 7.78%
5,320 $725 Million
Q2 2024

Jul 09, 2024

SELL
$134.2 - $152.27 $1,342 - $1,522
-10 Reduced 0.17%
5,769 $790 Million
Q1 2024

Apr 15, 2024

SELL
$139.08 - $161.22 $328,367 - $380,640
-2,361 Reduced 29.0%
5,779 $859 Million
Q4 2023

Jan 16, 2024

BUY
$134.83 - $162.94 $582,600 - $704,063
4,321 Added 113.14%
8,140 $1.28 Billion
Q3 2023

Oct 23, 2023

BUY
$151.9 - $188.34 $580,106 - $719,270
3,819 New
3,819 $595 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 $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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