A detailed history of Regent Peak Wealth Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,125 shares of UPS stock, worth $423,593. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,125
Previous 2,959 5.61%
Holding current value
$423,593
Previous $465,000 0.22%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$139.08 - $161.22 $23,087 - $26,762
166 Added 5.61%
3,125 $464,000
Q4 2023

Jan 23, 2024

BUY
$134.83 - $162.94 $8,359 - $10,102
62 Added 2.14%
2,959 $465,000
Q3 2023

Nov 03, 2023

BUY
$151.9 - $188.34 $127,140 - $157,640
837 Added 40.63%
2,897 $451,000
Q2 2023

Jul 19, 2023

SELL
$166.61 - $196.03 $24,991 - $29,404
-150 Reduced 6.79%
2,060 $369,000
Q1 2023

Apr 24, 2023

SELL
$173.82 - $193.99 $7,300 - $8,147
-42 Reduced 1.87%
2,210 $428,000
Q4 2022

Feb 08, 2023

SELL
$159.14 - $190.36 $69,066 - $82,616
-434 Reduced 16.16%
2,252 $391,000
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $54,115 - $69,696
-335 Reduced 11.09%
2,686 $433,000
Q2 2022

Aug 11, 2022

BUY
$167.39 - $206.64 $45,027 - $55,586
269 Added 9.77%
3,021 $551,000
Q1 2022

May 03, 2022

BUY
$194.83 - $232.11 $43,057 - $51,296
221 Added 8.73%
2,752 $590,000
Q4 2021

Feb 11, 2022

BUY
$178.42 - $218.07 $11,775 - $14,392
66 Added 2.68%
2,531 $542,000
Q3 2021

Nov 08, 2021

SELL
$182.1 - $214.26 $1,456 - $1,714
-8 Reduced 0.32%
2,465 $449,000
Q2 2021

Aug 16, 2021

SELL
$171.28 - $217.5 $56,179 - $71,340
-328 Reduced 11.71%
2,473 $473,000
Q1 2021

Apr 28, 2021

BUY
$155.0 - $169.99 $16,430 - $18,018
106 Added 3.93%
2,801 $476,000
Q4 2020

Feb 12, 2021

BUY
$155.78 - $176.54 $113,563 - $128,697
729 Added 37.08%
2,695 $454,000
Q3 2020

Nov 04, 2020

BUY
$113.76 - $168.9 $18,770 - $27,868
165 Added 9.16%
1,966 $328,000
Q2 2020

Aug 05, 2020

BUY
$90.0 - $111.18 $162,090 - $200,235
1,801 New
1,801 $200,000

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 $98.9B
  • 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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