A detailed history of Mission Wealth Management, LP transactions in United Parcel Service Inc stock. As of the latest transaction made, Mission Wealth Management, LP holds 12,730 shares of UPS stock, worth $1.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,730
Previous 13,519 5.84%
Holding current value
$1.73 Million
Previous $2.01 Million 13.29%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 02, 2024

SELL
$134.2 - $152.27 $105,883 - $120,141
-789 Reduced 5.84%
12,730 $1.74 Million
Q1 2024

Apr 30, 2024

BUY
$139.08 - $161.22 $2,642 - $3,063
19 Added 0.14%
13,519 $2.01 Million
Q4 2023

Feb 05, 2024

SELL
$134.83 - $162.94 $153,841 - $185,914
-1,141 Reduced 7.79%
13,500 $2.12 Million
Q3 2023

Oct 23, 2023

BUY
$151.9 - $188.34 $1.06 Million - $1.31 Million
6,974 Added 90.96%
14,641 $2.28 Million
Q2 2023

Aug 04, 2023

BUY
$166.61 - $196.03 $82,305 - $96,838
494 Added 6.89%
7,667 $1.37 Million
Q1 2023

Apr 07, 2023

SELL
$173.82 - $193.99 $126,193 - $140,836
-726 Reduced 9.19%
7,173 $1.39 Million
Q4 2022

Feb 02, 2023

BUY
$159.14 - $190.36 $2,227 - $2,665
14 Added 0.18%
7,899 $1.37 Million
Q3 2022

Oct 12, 2022

BUY
$161.54 - $208.05 $75,600 - $97,367
468 Added 6.31%
7,885 $1.27 Million
Q2 2022

Jul 27, 2022

BUY
$167.39 - $206.64 $260,291 - $321,325
1,555 Added 26.53%
7,417 $1.35 Million
Q1 2022

Apr 25, 2022

BUY
$194.83 - $232.11 $90,790 - $108,163
466 Added 8.64%
5,862 $1.26 Million
Q4 2021

Feb 11, 2022

BUY
$178.42 - $218.07 $304,027 - $371,591
1,704 Added 46.15%
5,396 $1.16 Million
Q3 2021

Nov 05, 2021

BUY
$182.1 - $214.26 $106,892 - $125,770
587 Added 18.9%
3,692 $672,000
Q2 2021

Aug 10, 2021

SELL
$171.28 - $217.5 $2,055 - $2,610
-12 Reduced 0.38%
3,105 $646,000
Q1 2021

May 10, 2021

BUY
$155.0 - $169.99 $17,360 - $19,038
112 Added 3.73%
3,117 $530,000
Q4 2020

Jan 19, 2021

BUY
$155.78 - $176.54 $66,673 - $75,559
428 Added 16.61%
3,005 $506,000
Q3 2020

Oct 16, 2020

BUY
$113.76 - $168.9 $3,981 - $5,911
35 Added 1.38%
2,577 $429,000
Q2 2020

Aug 03, 2020

SELL
$90.0 - $111.18 $9,450 - $11,673
-105 Reduced 3.97%
2,542 $283,000
Q1 2020

Apr 10, 2020

BUY
$86.17 - $118.61 $23,352 - $32,143
271 Added 11.41%
2,647 $247,000
Q4 2019

Jan 21, 2020

SELL
$112.74 - $124.3 $170,011 - $187,444
-1,508 Reduced 38.83%
2,376 $278,000
Q3 2019

Oct 16, 2019

BUY
$101.62 - $122.85 $111,578 - $134,889
1,098 Added 39.41%
3,884 $465,000
Q2 2019

Aug 09, 2019

BUY
$92.92 - $114.49 $4,181 - $5,152
45 Added 1.64%
2,786 $288,000
Q1 2019

May 14, 2019

BUY
$94.45 - $112.13 $94 - $112
1 Added 0.04%
2,741 $306,000
Q4 2018

Feb 08, 2019

SELL
$89.89 - $118.78 $346,346 - $457,659
-3,853 Reduced 58.44%
2,740 $267,000
Q3 2018

Nov 01, 2018

SELL
$105.76 - $124.66 $49,812 - $58,714
-471 Reduced 6.67%
6,593 $770,000
Q2 2018

Aug 08, 2018

BUY
$103.84 - $118.34 $1,038 - $1,183
10 Added 0.14%
7,064 $750,000
Q1 2018

May 04, 2018

BUY
$101.66 - $134.09 $5,692 - $7,509
56 Added 0.8%
7,054 $738,000
Q3 2017

Nov 13, 2017

SELL
$110.17 - $120.09 $24,237 - $26,419
-220 Reduced 3.05%
6,998 $840,000
Q2 2017

Aug 11, 2017

BUY
N/A
7,218
7,218 $798,000

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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.