A detailed history of Visionary Wealth Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 80,251 shares of UPS stock, worth $10.8 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
80,251
Previous 62,253 28.91%
Holding current value
$10.8 Million
Previous $8.52 Million 28.38%
% of portfolio
0.7%
Previous 0.58%

Shares

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

Nov 12, 2024

BUY
$123.32 - $147.38 $2.22 Million - $2.65 Million
17,998 Added 28.91%
80,251 $10.9 Million
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

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 Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.