Principle Wealth Partners LLC United Parcel Service Inc Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Principle Wealth Partners LLC holds 6,470 shares of UPS stock, worth $877,849. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,470
Previous 6,065 6.68%
Holding current value
$877,849
Previous $829,000 6.27%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$123.32 - $147.38 $49,944 - $59,688
405 Added 6.68%
6,470 $881,000
Q2 2024

Aug 13, 2024
BUY
$134.2 - $152.27 $180,230 - $204,498
1,343 Added 28.44%
6,065 $829,000
Q1 2024

Apr 23, 2024
SELL
$139.08 - $161.22 $556 - $644
-4 Reduced 0.08%
4,722 $701,000
Q4 2023

Feb 05, 2024
SELL
$134.83 - $162.94 $13,617 - $16,456
-101 Reduced 2.09%
4,726 $743,000
Q3 2023

Nov 01, 2023
BUY
$151.9 - $188.34 $45,570 - $56,502
300 Added 6.63%
4,827 $752,000
Q4 2022

Feb 02, 2023
SELL
$159.14 - $190.36 $14,322 - $17,132
-90 Reduced 1.95%
4,527 $786,000
Q2 2022

Aug 02, 2022
SELL
$167.39 - $206.64 $16,739 - $20,664
-100 Reduced 2.12%
4,617 $843,000
Q1 2022

May 12, 2022
BUY
$194.83 - $232.11 $50,850 - $60,580
261 Added 5.86%
4,717 $1.01 Million
Q4 2021

Feb 11, 2022
BUY
$178.42 - $218.07 $31,580 - $38,598
177 Added 4.14%
4,456 $955,000
Q3 2021

Nov 16, 2021
SELL
$182.1 - $214.26 $24,401 - $28,710
-134 Reduced 3.04%
4,279 $779,000
Q2 2021

Aug 13, 2021
BUY
$171.28 - $217.5 $25,692 - $32,625
150 Added 3.52%
4,413 $918,000
Q1 2021

May 18, 2021
SELL
$155.0 - $169.99 $7,595 - $8,329
-49 Reduced 1.14%
4,263 $724,000
Q4 2020

Feb 16, 2021
BUY
$155.78 - $176.54 $156,403 - $177,246
1,004 Added 30.35%
4,312 $727,000
Q3 2020

Nov 16, 2020
SELL
$113.76 - $168.9 $36,972 - $54,892
-325 Reduced 8.95%
3,308 $551,000
Q2 2020

Aug 14, 2020
BUY
$90.0 - $111.18 $326,970 - $403,916
3,633 New
3,633 $404,000
Q1 2020

May 13, 2020
SELL
$86.17 - $118.61 $356,140 - $490,215
-4,133 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$112.74 - $124.3 $94,025 - $103,666
-834 Reduced 16.79%
4,133 $484,000
Q3 2019

Nov 05, 2019
BUY
$101.62 - $122.85 $186,371 - $225,306
1,834 Added 58.54%
4,967 $595,000
Q2 2019

Nov 05, 2019
SELL
$92.92 - $114.49 $18,584 - $22,898
-200 Reduced 6.0%
3,133 $324,000
Q1 2019

Oct 30, 2019
BUY
$94.45 - $112.13 $314,801 - $373,729
3,333 New
3,333 $372,000

Others Institutions Holding UPS

# of Institutions
2,447
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $99B
  • 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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email