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 8,643 shares of UPS stock, worth $1.16 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,643
Previous 6,339 36.35%
Holding current value
$1.16 Million
Previous $942,000 25.48%
% of portfolio
0.23%
Previous 0.19%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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