A detailed history of Sea Crest Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 6,635 shares of UPS stock, worth $895,127. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,635
Previous 7,193 7.76%
Holding current value
$895,127
Previous $1.13 Million 12.74%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Apr 18, 2024

SELL
$139.08 - $161.22 $77,606 - $89,960
-558 Reduced 7.76%
6,635 $986,000
Q4 2023

Jan 18, 2024

BUY
$134.83 - $162.94 $9,303 - $11,242
69 Added 0.97%
7,193 $1.13 Million
Q3 2023

Oct 12, 2023

SELL
$151.9 - $188.34 $31,139 - $38,609
-205 Reduced 2.8%
7,124 $1.11 Million
Q2 2023

Jul 14, 2023

SELL
$166.61 - $196.03 $80,639 - $94,878
-484 Reduced 6.19%
7,329 $1.31 Million
Q1 2023

May 11, 2023

SELL
$173.82 - $193.99 $44,497 - $49,661
-256 Reduced 3.17%
7,813 $1.52 Million
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $176,645 - $211,299
1,110 Added 15.95%
8,069 $1.4 Million
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $191,101 - $246,123
-1,183 Reduced 14.53%
6,959 $1.12 Million
Q2 2022

Aug 09, 2022

SELL
$167.39 - $206.64 $41,010 - $50,626
-245 Reduced 2.92%
8,142 $1.49 Million
Q1 2022

May 16, 2022

SELL
$194.83 - $232.11 $111,247 - $132,534
-571 Reduced 6.37%
8,387 $1.8 Million
Q4 2021

Feb 11, 2022

SELL
$178.42 - $218.07 $32,650 - $39,906
-183 Reduced 2.0%
8,958 $1.92 Million
Q3 2021

Nov 16, 2021

SELL
$182.1 - $214.26 $733,134 - $862,610
-4,026 Reduced 30.58%
9,141 $1.67 Million
Q2 2021

Aug 12, 2021

SELL
$171.28 - $217.5 $74,335 - $94,395
-434 Reduced 3.19%
13,167 $2.74 Million
Q1 2021

May 17, 2021

BUY
$155.0 - $169.99 $25,730 - $28,218
166 Added 1.24%
13,601 $2.31 Million
Q4 2020

Feb 09, 2021

BUY
$155.78 - $176.54 $277,911 - $314,947
1,784 Added 15.31%
13,435 $2.26 Million
Q3 2020

Nov 12, 2020

BUY
$113.76 - $168.9 $485,982 - $721,540
4,272 Added 57.89%
11,651 $1.94 Million
Q2 2020

Jul 27, 2020

BUY
$90.0 - $111.18 $107,730 - $133,082
1,197 Added 19.36%
7,379 $820,000
Q1 2020

May 13, 2020

BUY
$86.17 - $118.61 $20,680 - $28,466
240 Added 4.04%
6,182 $578,000
Q4 2019

Jan 22, 2020

SELL
$112.74 - $124.3 $47,914 - $52,827
-425 Reduced 6.68%
5,942 $696,000
Q3 2019

Oct 15, 2019

BUY
$101.62 - $122.85 $49,488 - $59,827
487 Added 8.28%
6,367 $763,000
Q2 2019

Jul 19, 2019

BUY
$92.92 - $114.49 $51,291 - $63,198
552 Added 10.36%
5,880 $607,000
Q1 2019

May 10, 2019

SELL
$94.45 - $112.13 $122,690 - $145,656
-1,299 Reduced 19.6%
5,328 $595,000
Q4 2018

Feb 13, 2019

BUY
$89.89 - $118.78 $70,383 - $93,004
783 Added 13.4%
6,627 $646,000
Q3 2018

Nov 14, 2018

SELL
$105.76 - $124.66 $9,835 - $11,593
-93 Reduced 1.57%
5,844 $682,000
Q2 2018

Aug 03, 2018

SELL
$103.84 - $118.34 $3,842 - $4,378
-37 Reduced 0.62%
5,937 $631,000
Q1 2018

Apr 20, 2018

BUY
$101.66 - $134.09 $16,773 - $22,124
165 Added 2.84%
5,974 $625,000
Q4 2017

Feb 02, 2018

BUY
$112.55 - $123.72 $653,802 - $718,689
5,809
5,809 $692,000

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 $98.4B
  • 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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.