Wealth Architects, LLC United Parcel Service Inc Transaction History

Wealth Architects, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$166.61 - $196.03 $16,994 - $19,995	102 Added 8.38%	1,319 $236,000
Q1 2023 Apr 21, 2023	BUY	$173.82 - $193.99 $1,042 - $1,163	6 Added 0.5%	1,217 $236,000
Q4 2022 Feb 09, 2023	SELL	$159.14 - $190.36 $17,187 - $20,558	-108 Reduced 8.19%	1,211 $210,000
Q3 2022 Oct 24, 2022	BUY	$161.54 - $208.05 $213,071 - $274,417	1,319 New	1,319 $213,000
Q2 2022 Jul 29, 2022	SELL	$167.39 - $206.64 $163,540 - $201,887	-977 Closed	0 $0
Q1 2022 May 17, 2022	SELL	$194.83 - $232.11 $41,498 - $49,439	-213 Reduced 17.9%	977 $210,000
Q4 2021 Jan 19, 2022	SELL	$178.42 - $218.07 $12,667 - $15,482	-71 Reduced 5.63%	1,190 $255,000
Q3 2021 Nov 09, 2021	BUY	$182.1 - $214.26 $30,957 - $36,424	170 Added 15.58%	1,261 $229,000
Q2 2021 Aug 09, 2021	BUY	$171.28 - $217.5 $186,866 - $237,292	1,091 New	1,091 $227,000
Q3 2018 Oct 04, 2018	SELL	$105.76 - $124.66 $202,530 - $238,723	-1,915 Closed	0 $0
Q2 2018 Jul 19, 2018	SELL	$103.84 - $118.34 $17,237 - $19,644	-166 Reduced 7.98%	1,915 $203,000
Q1 2018 Apr 13, 2018	SELL	$101.66 - $134.09 $6,302 - $8,313	-62 Reduced 2.89%	2,081 $218,000
Q4 2017 Jan 31, 2018	BUY	$112.55 - $123.72 $6,753 - $7,423	60 Added 2.88%	2,143 $255,000
Q3 2017 Nov 08, 2017	SELL	$110.17 - $120.09 $447,730 - $488,045	-4,064 Reduced 66.11%	2,083 $250,000
Q2 2017 Aug 10, 2017	BUY	N/A	6,147	6,147 $679,000

2,431

524M

13.8M

12.9M

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 ...

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Architects, LLC with notifications on news.