A detailed history of Wealth Alliance transactions in United Parcel Service Inc stock. As of the latest transaction made, Wealth Alliance holds 7,419 shares of UPS stock, worth $1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,419
Previous 4,895 51.56%
Holding current value
$1 Million
Previous $669,000 51.12%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 04, 2024

BUY
$123.32 - $147.38 $311,259 - $371,987
2,524 Added 51.56%
7,419 $1.01 Million
Q2 2024

Aug 09, 2024

SELL
$134.2 - $152.27 $810,433 - $919,558
-6,039 Reduced 55.23%
4,895 $669,000
Q1 2024

May 10, 2024

BUY
$139.08 - $161.22 $417 - $483
3 Added 0.03%
10,934 $1.63 Million
Q4 2023

Jan 30, 2024

SELL
$134.83 - $162.94 $148,852 - $179,885
-1,104 Reduced 9.17%
10,931 $1.72 Million
Q3 2023

Nov 09, 2023

BUY
$151.9 - $188.34 $9,417 - $11,677
62 Added 0.52%
12,035 $1.88 Million
Q2 2023

Aug 02, 2023

SELL
$166.61 - $196.03 $41,485 - $48,811
-249 Reduced 2.04%
11,973 $2.15 Million
Q1 2023

May 10, 2023

BUY
$173.82 - $193.99 $211,017 - $235,503
1,214 Added 11.03%
12,222 $2.37 Million
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $222,955 - $266,694
1,401 Added 14.58%
11,008 $1.91 Million
Q3 2022

Nov 14, 2022

BUY
$161.54 - $208.05 $41,677 - $53,676
258 Added 2.76%
9,607 $1.55 Million
Q2 2022

Aug 15, 2022

BUY
$167.39 - $206.64 $518,072 - $639,550
3,095 Added 49.49%
9,349 $1.71 Million
Q1 2022

May 10, 2022

BUY
$194.83 - $232.11 $279,191 - $332,613
1,433 Added 29.72%
6,254 $1.34 Million
Q4 2021

Feb 14, 2022

BUY
$178.42 - $218.07 $53,882 - $65,857
302 Added 6.68%
4,821 $1.03 Million
Q3 2021

Nov 12, 2021

BUY
$182.1 - $214.26 $101,065 - $118,914
555 Added 14.0%
4,519 $823,000
Q2 2021

Aug 16, 2021

BUY
$171.28 - $217.5 $106,707 - $135,502
623 Added 18.65%
3,964 $824,000
Q1 2021

May 18, 2021

BUY
$155.0 - $169.99 $91,450 - $100,294
590 Added 21.45%
3,341 $568,000
Q4 2020

Feb 11, 2021

SELL
$155.78 - $176.54 $459,862 - $521,146
-2,952 Reduced 51.76%
2,751 $463,000
Q3 2020

Nov 13, 2020

SELL
$113.76 - $168.9 $281,669 - $418,196
-2,476 Reduced 30.27%
5,703 $950,000
Q2 2020

Aug 14, 2020

BUY
$90.0 - $111.18 $134,280 - $165,880
1,492 Added 22.31%
8,179 $909,000
Q1 2020

May 15, 2020

BUY
$86.17 - $118.61 $576,218 - $793,145
6,687 New
6,687 $625,000

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 Wealth Alliance Portfolio

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

News

Stay updated on Wealth Alliance with notifications on news.