Visionary Wealth Advisors United Parcel Service Inc Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 62,253 shares of UPS stock, worth $8.34 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

62,253

Previous 60,329 3.19%

Holding current value

$8.34 Million

Previous $8.97 Million 4.99%

% of portfolio

0.58%

Previous 0.62%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$134.2 - $152.27 $258,200 - $292,967	1,924 Added 3.19%	62,253 $8.52 Million
Q1 2024 May 15, 2024	BUY	$139.08 - $161.22 $1.28 Million - $1.49 Million	9,229 Added 18.06%	60,329 $8.97 Million
Q4 2023 Feb 14, 2024	BUY	$134.83 - $162.94 $212,492 - $256,793	1,576 Added 3.18%	51,100 $8.03 Million
Q3 2023 Nov 13, 2023	BUY	$151.9 - $188.34 $49,215 - $61,022	324 Added 0.66%	49,524 $7.72 Million
Q2 2023 Aug 11, 2023	BUY	$166.61 - $196.03 $190,768 - $224,454	1,145 Added 2.38%	49,200 $8.82 Million
Q1 2023 May 15, 2023	BUY	$173.82 - $193.99 $261,425 - $291,760	1,504 Added 3.23%	48,055 $9.32 Million
Q4 2022 Feb 13, 2023	BUY	$159.14 - $190.36 $401,828 - $480,659	2,525 Added 5.74%	46,551 $8.09 Million
Q3 2022 Nov 14, 2022	BUY	$161.54 - $208.05 $374,288 - $482,051	2,317 Added 5.56%	44,026 $7.11 Million
Q2 2022 Aug 12, 2022	BUY	$167.39 - $206.64 $515,226 - $636,037	3,078 Added 7.97%	41,709 $7.61 Million
Q1 2022 May 12, 2022	BUY	$194.83 - $232.11 $619,754 - $738,341	3,181 Added 8.97%	38,631 $8.29 Million
Q4 2021 Feb 14, 2022	BUY	$178.42 - $218.07 $124,715 - $152,430	699 Added 2.01%	35,450 $7.6 Million
Q3 2021 Nov 12, 2021	SELL	$182.1 - $214.26 $265,501 - $312,391	-1,458 Reduced 4.03%	34,751 $6.33 Million
Q2 2021 Aug 13, 2021	SELL	$171.28 - $217.5 $10,105 - $12,832	-59 Reduced 0.16%	36,209 $7.53 Million
Q1 2021 May 18, 2021	SELL	$155.0 - $169.99 $429,040 - $470,532	-2,768 Reduced 7.09%	36,268 $6.17 Million
Q4 2020 Feb 16, 2021	BUY	$155.78 - $176.54 $99,076 - $112,279	636 Added 1.66%	39,036 $6.57 Million
Q3 2020 Nov 16, 2020	SELL	$113.76 - $168.9 $306,810 - $455,523	-2,697 Reduced 6.56%	38,400 $6.4 Million
Q2 2020 Aug 14, 2020	BUY	$90.0 - $111.18 $222,660 - $275,059	2,474 Added 6.41%	41,097 $4.57 Million
Q1 2020 May 15, 2020	BUY	$86.17 - $118.61 $230,418 - $317,163	2,674 Added 7.44%	38,623 $3.61 Million
Q4 2019 Feb 14, 2020	BUY	$112.74 - $124.3 $4.05 Million - $4.47 Million	35,949 New	35,949 $4.21 Million

Others Institutions Holding UPS

# of Institutions

2,431

Shares Held

524M

Call Options Held

13.8M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $97.7B
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 ...

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Visionary Wealth Advisors United Parcel Service Inc Transaction History