A detailed history of Wealth Plan Partners, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,614 shares of UPS stock, worth $217,599. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,614
Previous 1,653 2.36%
Holding current value
$217,599
Previous $226 Million 2.68%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 05, 2024

SELL
$123.32 - $147.38 $4,809 - $5,747
-39 Reduced 2.36%
1,614 $220 Million
Q2 2024

Aug 09, 2024

BUY
$134.2 - $152.27 $2,415 - $2,740
18 Added 1.1%
1,653 $226 Million
Q1 2024

May 07, 2024

SELL
$139.08 - $161.22 $4,728 - $5,481
-34 Reduced 2.04%
1,635 $243 Million
Q4 2023

Jan 05, 2024

SELL
$134.83 - $162.94 $47,190 - $57,029
-350 Reduced 17.34%
1,669 $262 Million
Q3 2023

Nov 01, 2023

BUY
$151.9 - $188.34 $103,747 - $128,636
683 Added 51.12%
2,019 $315 Million
Q2 2023

Jul 31, 2023

SELL
$166.61 - $196.03 $3,665 - $4,312
-22 Reduced 1.62%
1,336 $239 Million
Q1 2023

May 10, 2023

SELL
$173.82 - $193.99 $100,294 - $111,932
-577 Reduced 29.82%
1,358 $263 Million
Q4 2022

Feb 16, 2023

BUY
$159.14 - $190.36 $50,765 - $60,724
319 Added 19.74%
1,935 $361 Million
Q1 2022

May 03, 2022

BUY
$194.83 - $232.11 $51,240 - $61,044
263 Added 19.44%
1,616 $290,000
Q4 2021

Feb 01, 2022

BUY
$178.42 - $218.07 $31,580 - $38,598
177 Added 15.05%
1,353 $273,000
Q3 2021

Dec 09, 2021

BUY
$182.1 - $214.26 $214,149 - $251,969
1,176 New
1,176 $214,000
Q2 2021

Aug 19, 2021

SELL
$171.28 - $217.5 $173,677 - $220,545
-1,014 Closed
0 $0
Q1 2021

May 11, 2021

SELL
$155.0 - $169.99 $34,410 - $37,737
-222 Reduced 17.96%
1,014 $217,000
Q4 2020

Feb 09, 2021

BUY
$155.78 - $176.54 $192,544 - $218,203
1,236 New
1,236 $200,000

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
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