A detailed history of Legacy Wealth Asset Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 3,658 shares of UPS stock, worth $498,548. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,658
Previous 3,490 4.81%
Holding current value
$498,548
Previous $518,000 3.47%
% of portfolio
0.15%
Previous 0.16%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$134.2 - $152.27 $22,545 - $25,581
168 Added 4.81%
3,658 $500,000
Q1 2024

Apr 19, 2024

BUY
$139.08 - $161.22 $10,152 - $11,769
73 Added 2.14%
3,490 $518,000
Q4 2023

Jan 10, 2024

BUY
$134.83 - $162.94 $1,213 - $1,466
9 Added 0.26%
3,417 $537,000
Q3 2023

Oct 31, 2023

BUY
$151.9 - $188.34 $759 - $941
5 Added 0.15%
3,408 $531,000
Q2 2023

Aug 04, 2023

BUY
$166.61 - $196.03 $166 - $196
1 Added 0.03%
3,403 $609,000
Q1 2023

Apr 21, 2023

SELL
$173.82 - $193.99 $27,289 - $30,456
-157 Reduced 4.41%
3,402 $659,000
Q4 2022

Feb 02, 2023

BUY
$159.14 - $190.36 $7,797 - $9,327
49 Added 1.4%
3,559 $618,000
Q3 2022

Oct 14, 2022

SELL
$161.54 - $208.05 $352,964 - $454,589
-2,185 Reduced 38.37%
3,510 $567,000
Q2 2022

Jul 19, 2022

BUY
$167.39 - $206.64 $10,712 - $13,224
64 Added 1.14%
5,695 $1.04 Million
Q1 2022

May 12, 2022

BUY
$194.83 - $232.11 $8,572 - $10,212
44 Added 0.79%
5,631 $1.21 Million
Q4 2021

Feb 10, 2022

SELL
$178.42 - $218.07 $7,136 - $8,722
-40 Reduced 0.71%
5,587 $1.2 Million
Q3 2021

Oct 19, 2021

SELL
$182.1 - $214.26 $10,015 - $11,784
-55 Reduced 0.97%
5,627 $1.03 Million
Q2 2021

Jul 14, 2021

BUY
$171.28 - $217.5 $2,569 - $3,262
15 Added 0.26%
5,682 $1.18 Million
Q1 2021

Apr 20, 2021

BUY
$155.0 - $169.99 $4,805 - $5,269
31 Added 0.55%
5,667 $963,000
Q4 2020

Mar 25, 2021

BUY
$155.78 - $176.54 $877,976 - $994,979
5,636 New
5,636 $949,000

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 $99.4B
  • 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
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