A detailed history of Wealthcare Advisory Partners LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 47,962 shares of UPS stock, worth $6.43 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
47,962
Previous 46,836 2.4%
Holding current value
$6.43 Million
Previous $6.41 Million 1.98%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 04, 2024

BUY
$123.32 - $147.38 $138,858 - $165,949
1,126 Added 2.4%
47,962 $6.54 Million
Q2 2024

Aug 09, 2024

BUY
$134.2 - $152.27 $156,208 - $177,242
1,164 Added 2.55%
46,836 $6.41 Million
Q1 2024

Apr 15, 2024

BUY
$139.08 - $161.22 $40,611 - $47,076
292 Added 0.64%
45,672 $6.79 Million
Q4 2023

Feb 06, 2024

SELL
$134.83 - $162.94 $18,202 - $21,996
-135 Reduced 0.3%
45,380 $7.14 Million
Q3 2023

Oct 12, 2023

SELL
$151.9 - $188.34 $63,190 - $78,349
-416 Reduced 0.91%
45,515 $7.09 Million
Q2 2023

Jul 17, 2023

SELL
$166.61 - $196.03 $232,254 - $273,265
-1,394 Reduced 2.95%
45,931 $8.23 Million
Q1 2023

May 04, 2023

BUY
$173.82 - $193.99 $28,158 - $31,426
162 Added 0.34%
47,325 $9.18 Million
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $130,494 - $156,095
820 Added 1.77%
47,163 $8.2 Million
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $13,084 - $16,852
-81 Reduced 0.17%
46,343 $7.49 Million
Q2 2022

Aug 15, 2022

BUY
$167.39 - $206.64 $29,962 - $36,988
179 Added 0.39%
46,424 $8.47 Million
Q1 2022

Apr 15, 2022

SELL
$194.83 - $232.11 $541,042 - $644,569
-2,777 Reduced 5.66%
46,245 $9.92 Million
Q4 2021

Feb 11, 2022

SELL
$178.42 - $218.07 $662,116 - $809,257
-3,711 Reduced 7.04%
49,022 $10.5 Million
Q3 2021

Nov 15, 2021

BUY
$182.1 - $214.26 $27,315 - $32,139
150 Added 0.29%
52,733 $9.6 Million
Q2 2021

Aug 16, 2021

SELL
$171.28 - $217.5 $101,569 - $128,977
-593 Reduced 1.12%
52,583 $10.9 Million
Q1 2021

Apr 30, 2021

BUY
$155.0 - $169.99 $83,080 - $91,114
536 Added 1.02%
53,176 $9.04 Million
Q4 2020

Feb 12, 2021

BUY
$155.78 - $176.54 $140,825 - $159,592
904 Added 1.75%
52,640 $8.87 Million
Q3 2020

Oct 29, 2020

SELL
$113.76 - $168.9 $374,042 - $555,343
-3,288 Reduced 5.98%
51,736 $8.62 Million
Q2 2020

Jul 29, 2020

SELL
$90.0 - $111.18 $548,730 - $677,864
-6,097 Reduced 9.98%
55,024 $6.12 Million
Q1 2020

Apr 29, 2020

BUY
$86.17 - $118.61 $1.09 Million - $1.5 Million
12,660 Added 26.12%
61,121 $5.71 Million
Q4 2019

Jan 29, 2020

BUY
$112.74 - $124.3 $611,727 - $674,451
5,426 Added 12.61%
48,461 $5.67 Million
Q3 2019

Oct 17, 2019

BUY
$101.62 - $122.85 $58,228 - $70,393
573 Added 1.35%
43,035 $5.16 Million
Q2 2019

Jul 30, 2019

SELL
$92.92 - $114.49 $64,393 - $79,341
-693 Reduced 1.61%
42,462 $4.39 Million
Q1 2019

May 13, 2019

BUY
$94.45 - $112.13 $18,134 - $21,528
192 Added 0.45%
43,155 $4.82 Million
Q4 2018

Feb 14, 2019

BUY
$89.89 - $118.78 $39,821 - $52,619
443 Added 1.04%
42,963 $4.19 Million
Q3 2018

Nov 14, 2018

BUY
$105.76 - $124.66 $423 - $498
4 Added 0.01%
42,520 $4.96 Million
Q2 2018

Aug 14, 2018

BUY
$103.84 - $118.34 $3.79 Million - $4.32 Million
36,498 Added 606.48%
42,516 $4.52 Million
Q1 2018

May 15, 2018

SELL
$101.66 - $134.09 $47,068 - $62,083
-463 Reduced 7.14%
6,018 $630,000
Q4 2017

Feb 14, 2018

BUY
$112.55 - $123.72 $57,963 - $63,715
515 Added 8.63%
6,481 $772,000
Q3 2017

Nov 15, 2017

BUY
$110.17 - $120.09 $657,274 - $716,456
5,966
5,966 $716,000

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 $97.8B
  • 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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.