A detailed history of Sound View Wealth Advisors Group, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,386 shares of UPS stock, worth $456,500. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,386
Previous 5,338 36.57%
Holding current value
$456,500
Previous $730,000 36.85%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$123.32 - $147.38 $240,720 - $287,685
-1,952 Reduced 36.57%
3,386 $461,000
Q2 2024

Aug 05, 2024

BUY
$134.2 - $152.27 $82,533 - $93,646
615 Added 13.02%
5,338 $730,000
Q1 2024

May 09, 2024

BUY
$139.08 - $161.22 $15,020 - $17,411
108 Added 2.34%
4,723 $701,000
Q4 2023

Feb 08, 2024

BUY
$134.83 - $162.94 $41,527 - $50,185
308 Added 7.15%
4,615 $725,000
Q3 2023

Nov 07, 2023

BUY
$151.9 - $188.34 $19,898 - $24,672
131 Added 3.14%
4,307 $671,000
Q2 2023

Aug 08, 2023

SELL
$166.61 - $196.03 $3,332 - $3,920
-20 Reduced 0.48%
4,176 $748,000
Q1 2023

May 12, 2023

BUY
$173.82 - $193.99 $227,356 - $253,738
1,308 Added 45.29%
4,196 $813,000
Q4 2022

Feb 08, 2023

BUY
$159.14 - $190.36 $10,184 - $12,183
64 Added 2.27%
2,888 $502,000
Q3 2022

Nov 08, 2022

BUY
$161.54 - $208.05 $14,538 - $18,724
90 Added 3.29%
2,824 $456,000
Q2 2022

Aug 05, 2022

SELL
$167.39 - $206.64 $2,176 - $2,686
-13 Reduced 0.47%
2,734 $499,000
Q1 2022

May 11, 2022

BUY
$194.83 - $232.11 $779 - $928
4 Added 0.15%
2,747 $589,000
Q4 2021

Jan 20, 2022

BUY
$178.42 - $218.07 $54,418 - $66,511
305 Added 12.51%
2,743 $588,000
Q3 2021

Oct 21, 2021

BUY
$182.1 - $214.26 $7,830 - $9,213
43 Added 1.8%
2,438 $444,000
Q2 2021

Jul 21, 2021

BUY
$171.28 - $217.5 $7,022 - $8,917
41 Added 1.74%
2,395 $498,000
Q1 2021

Apr 28, 2021

BUY
$155.0 - $169.99 $11,625 - $12,749
75 Added 3.29%
2,354 $400,000
Q4 2020

Feb 02, 2021

BUY
$155.78 - $176.54 $1,090 - $1,235
7 Added 0.31%
2,279 $384,000
Q3 2020

Nov 09, 2020

BUY
$113.76 - $168.9 $6,143 - $9,120
54 Added 2.43%
2,272 $379,000
Q2 2020

Aug 07, 2020

BUY
$90.0 - $111.18 $199,620 - $246,597
2,218 New
2,218 $247,000
Q1 2020

May 12, 2020

SELL
$86.17 - $118.61 $169,496 - $233,305
-1,967 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$112.74 - $124.3 $67,193 - $74,082
-596 Reduced 23.25%
1,967 $230,000
Q3 2019

Nov 07, 2019

SELL
$101.62 - $122.85 $33,839 - $40,909
-333 Reduced 11.5%
2,563 $307,000
Q2 2019

Aug 07, 2019

BUY
$92.92 - $114.49 $269,096 - $331,563
2,896 New
2,896 $299,000

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 Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.