Wealth Advisory Solutions, LLC United Parcel Service Inc Transaction History

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 5,024 shares of UPS stock, worth $587,707. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,024
Previous 5,459 7.97%
Holding current value
$587,707
Previous $744,000 14.92%
% of portfolio
0.18%
Previous 0.2%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$122.65 - $138.35 $53,352 - $60,182
-435 Reduced 7.97%
5,024 $633,000
Q3 2024

Oct 21, 2024
BUY
$123.32 - $147.38 $310,643 - $371,250
2,519 Added 85.68%
5,459 $744,000
Q2 2024

Jul 26, 2024
BUY
$134.2 - $152.27 $59,853 - $67,912
446 Added 17.88%
2,940 $402,000
Q1 2024

Apr 23, 2024
SELL
$139.08 - $161.22 $189,426 - $219,581
-1,362 Reduced 35.32%
2,494 $370,000
Q4 2023

Feb 08, 2024
SELL
$134.83 - $162.94 $532,308 - $643,287
-3,948 Reduced 50.59%
3,856 $606,000
Q3 2023

Feb 07, 2024
BUY
$151.9 - $188.34 $1.19 Million - $1.47 Million
7,804 New
7,804 $1.22 Million
Q1 2023

May 15, 2023
SELL
$173.82 - $193.99 $3.41 Million - $3.81 Million
-19,636 Reduced 83.36%
3,920 $760,000
Q4 2022

Feb 10, 2023
BUY
$159.14 - $190.36 $120,787 - $144,483
759 Added 3.33%
23,556 $4.09 Million
Q3 2022

Nov 16, 2022
SELL
$161.54 - $208.05 $57,992 - $74,689
-359 Reduced 1.55%
22,797 $3.68 Million
Q2 2022

Aug 05, 2022
BUY
$167.39 - $206.64 $3.2 Million - $3.95 Million
19,136 Added 476.02%
23,156 $4.23 Million
Q1 2022

May 16, 2022
BUY
$194.83 - $232.11 $30,198 - $35,977
155 Added 4.01%
4,020 $862,000
Q3 2021

Nov 03, 2021
SELL
$182.1 - $214.26 $1.78 Million - $2.1 Million
-9,778 Reduced 71.67%
3,865 $704,000
Q2 2021

Jul 21, 2021
SELL
$171.28 - $217.5 $2.01 Million - $2.55 Million
-11,740 Reduced 46.25%
13,643 $2.84 Million
Q1 2021

May 13, 2021
SELL
$155.0 - $169.99 $6,355 - $6,969
-41 Reduced 0.16%
25,383 $4,000
Q4 2020

Jan 28, 2021
SELL
$155.78 - $176.54 $28,507 - $32,306
-183 Reduced 0.71%
25,424 $4.28 Million
Q3 2020

Dec 29, 2020
SELL
$113.76 - $168.9 $2.54 Million - $3.77 Million
-22,347 Reduced 46.6%
25,607 $4.27 Million
Q2 2020

Dec 23, 2020
SELL
$90.0 - $111.18 $83,160 - $102,730
-924 Reduced 1.89%
47,954 $5.33 Million
Q1 2020

Dec 18, 2020
BUY
$86.17 - $118.61 $1.1 Million - $1.51 Million
12,768 Added 35.36%
48,878 $4.57 Million
Q4 2019

Jan 27, 2021
BUY
$112.74 - $124.3 $4.07 Million - $4.49 Million
36,110 New
36,110 $4.23 Million

Others Institutions Holding UPS

# of Institutions
2,584
Shares Held
511M
Call Options Held
14M
Put Options Held
13.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $85.3B
  • 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 Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, 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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email