Legacy Financial Advisors, Inc. United Parcel Service Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 8,863 shares of UPS stock, worth $1.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,863

Previous 8,643 2.55%

Holding current value

$1.11 Million

Previous $1.18 Million 2.12%

% of portfolio

0.23%

Previous 0.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$123.32 - $147.38 $27,130 - $32,423	220 Added 2.55%	8,863 $1.21 Million
Q2 2024 Aug 13, 2024	BUY	$134.2 - $152.27 $309,196 - $350,830	2,304 Added 36.35%	8,643 $1.18 Million
Q1 2024 May 14, 2024	SELL	$139.08 - $161.22 $86,229 - $99,956	-620 Reduced 8.91%	6,339 $942,000
Q4 2023 Feb 06, 2024	BUY	$134.83 - $162.94 $229,750 - $277,649	1,704 Added 32.43%	6,959 $1.09 Million
Q3 2023 Nov 13, 2023	SELL	$151.9 - $188.34 $188,052 - $233,164	-1,238 Reduced 19.07%	5,255 $819,000
Q2 2023 Aug 08, 2023	BUY	$166.61 - $196.03 $70,642 - $83,116	424 Added 6.99%	6,493 $1.16 Million
Q1 2023 May 03, 2023	BUY	$173.82 - $193.99 $96,817 - $108,052	557 Added 10.11%	6,069 $1.18 Million
Q4 2022 Feb 06, 2023	BUY	$159.14 - $190.36 $94,688 - $113,264	595 Added 12.1%	5,512 $958,000
Q3 2022 Nov 09, 2022	BUY	$161.54 - $208.05 $54,762 - $70,528	339 Added 7.4%	4,917 $794,000
Q2 2022 Aug 08, 2022	SELL	$167.39 - $206.64 $20,421 - $25,210	-122 Reduced 2.6%	4,578 $836,000
Q1 2022 May 04, 2022	BUY	$194.83 - $232.11 $8,962 - $10,677	46 Added 0.99%	4,700 $1.01 Million
Q4 2021 Feb 04, 2022	BUY	$178.42 - $218.07 $67,085 - $81,994	376 Added 8.79%	4,654 $998,000
Q3 2021 Oct 26, 2021	BUY	$182.1 - $214.26 $38,423 - $45,208	211 Added 5.19%	4,278 $779,000
Q2 2021 Jul 21, 2021	BUY	$171.28 - $217.5 $101,397 - $128,760	592 Added 17.04%	4,067 $846,000
Q1 2021 Apr 28, 2021	BUY	$155.0 - $169.99 $88,040 - $96,554	568 Added 19.54%	3,475 $591,000
Q4 2020 Feb 02, 2021	SELL	$155.78 - $176.54 $64,025 - $72,557	-411 Reduced 12.39%	2,907 $490,000
Q3 2020 Nov 09, 2020	BUY	$113.76 - $168.9 $377,455 - $560,410	3,318 New	3,318 $553,000
Q2 2019 Aug 07, 2019	SELL	$92.92 - $114.49 $132,968 - $163,835	-1,431 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$94.45 - $112.13 $49,208 - $58,419	521 Added 57.25%	1,431 $160,000
Q4 2018 Jan 16, 2019	SELL	$89.89 - $118.78 $1,797 - $2,375	-20 Reduced 2.15%	910 $89,000
Q3 2018 Oct 30, 2018	SELL	$105.76 - $124.66 $9,306 - $10,970	-88 Reduced 8.64%	930 $108,000
Q2 2018 Jul 17, 2018	SELL	$103.84 - $118.34 $2,076 - $2,366	-20 Reduced 1.93%	1,018 $111,000
Q1 2018 Apr 12, 2018	SELL	$101.66 - $134.09 $3,558 - $4,693	-35 Reduced 3.26%	1,038 $110,000
Q4 2017 Feb 09, 2018	BUY	$112.55 - $123.72 $120,766 - $132,751	1,073	1,073 $127,000

Others Institutions Holding UPS

# of Institutions

2,446

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $91.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. United Parcel Service Inc Transaction History