A detailed history of Octavia Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,684 shares of UPS stock, worth $591,401. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,684
Previous 3,396 37.93%
Holding current value
$591,401
Previous $464,000 37.5%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 10, 2024

BUY
$123.32 - $147.38 $158,836 - $189,825
1,288 Added 37.93%
4,684 $638,000
Q2 2024

Aug 01, 2024

SELL
$134.2 - $152.27 $16,909 - $19,186
-126 Reduced 3.58%
3,396 $464,000
Q1 2024

Apr 15, 2024

SELL
$139.08 - $161.22 $29,484 - $34,178
-212 Reduced 5.68%
3,522 $523,000
Q4 2023

Jan 30, 2024

SELL
$134.83 - $162.94 $4,584 - $5,539
-34 Reduced 0.9%
3,734 $587,000
Q3 2023

Oct 30, 2023

BUY
$151.9 - $188.34 $104,659 - $129,766
689 Added 22.38%
3,768 $587,000
Q2 2023

Jul 18, 2023

SELL
$166.61 - $196.03 $19,493 - $22,935
-117 Reduced 3.66%
3,079 $551,000
Q1 2023

Apr 20, 2023

BUY
$173.82 - $193.99 $13,210 - $14,743
76 Added 2.44%
3,196 $619,000
Q4 2022

Jan 19, 2023

BUY
$159.14 - $190.36 $318 - $380
2 Added 0.06%
3,120 $0
Q3 2022

Oct 17, 2022

BUY
$161.54 - $208.05 $3,392 - $4,369
21 Added 0.68%
3,118 $504,000
Q2 2022

Jul 18, 2022

BUY
$167.39 - $206.64 $1,004 - $1,239
6 Added 0.19%
3,097 $567,000
Q1 2022

Apr 20, 2022

BUY
$194.83 - $232.11 $23,184 - $27,621
119 Added 4.0%
3,091 $663,000
Q4 2021

Jan 28, 2022

SELL
$178.42 - $218.07 $6,779 - $8,286
-38 Reduced 1.26%
2,972 $637,000
Q3 2021

Nov 12, 2021

SELL
$182.1 - $214.26 $4,006 - $4,713
-22 Reduced 0.73%
3,010 $547,000
Q2 2021

Jul 26, 2021

BUY
$171.28 - $217.5 $39,051 - $49,590
228 Added 8.13%
3,032 $631,000
Q1 2021

May 10, 2021

SELL
$155.0 - $169.99 $54,870 - $60,176
-354 Reduced 11.21%
2,804 $477,000
Q4 2020

Feb 12, 2021

BUY
$155.78 - $176.54 $491,953 - $557,513
3,158 New
3,158 $532,000

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 $92.1B
  • 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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