A detailed history of Opal Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 370 shares of UPS stock, worth $49,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
370
Previous 1,111 66.7%
Holding current value
$49,676
Previous $165,000 69.7%
% of portfolio
0.02%
Previous 0.06%

Shares

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

Jul 12, 2024

SELL
$134.2 - $152.27 $99,442 - $112,832
-741 Reduced 66.7%
370 $50,000
Q1 2024

Apr 11, 2024

BUY
$139.08 - $161.22 $154,517 - $179,115
1,111 New
1,111 $165,000
Q3 2023

Oct 18, 2023

BUY
$151.9 - $188.34 $67,747 - $83,999
446 Added 37.83%
1,625 $253,000
Q2 2023

Jul 27, 2023

SELL
$166.61 - $196.03 $5,831 - $6,861
-35 Reduced 2.88%
1,179 $211,000
Q1 2023

Apr 19, 2023

BUY
$173.82 - $193.99 $2,954 - $3,297
17 Added 1.42%
1,214 $235,000
Q4 2022

Feb 03, 2023

BUY
$159.14 - $190.36 $190,490 - $227,860
1,197 New
1,197 $208,000
Q2 2022

Aug 10, 2022

SELL
$167.39 - $206.64 $17,743 - $21,903
-106 Reduced 8.37%
1,161 $212,000
Q1 2022

May 09, 2022

SELL
$194.83 - $232.11 $57,474 - $68,472
-295 Reduced 18.89%
1,267 $272,000
Q4 2021

Jan 31, 2022

BUY
$178.42 - $218.07 $64,944 - $79,377
364 Added 30.38%
1,562 $335,000
Q3 2021

Nov 05, 2021

SELL
$182.1 - $214.26 $7,284 - $8,570
-40 Reduced 3.23%
1,198 $218,000
Q2 2021

Aug 02, 2021

BUY
$171.28 - $217.5 $212,044 - $269,265
1,238 New
1,238 $257,000
Q1 2021

Apr 29, 2021

SELL
$155.0 - $169.99 $195,300 - $214,187
-1,260 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$155.78 - $176.54 $196,282 - $222,440
1,260 New
1,260 $212,000

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 $97.9B
  • 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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