Wealthspire Advisors, LLC United Parcel Service Inc Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,698 shares of UPS stock, worth $617,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,698
Previous 5,075 7.43%
Holding current value
$617,176
Previous $694,000 7.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$123.32 - $147.38 $46,491 - $55,562
-377 Reduced 7.43%
4,698 $640,000
Q2 2024

Aug 08, 2024
SELL
$134.2 - $152.27 $12,346 - $14,008
-92 Reduced 1.78%
5,075 $694,000
Q1 2024

May 06, 2024
SELL
$139.08 - $161.22 $73,156 - $84,801
-526 Reduced 9.24%
5,167 $767,000
Q4 2023

Feb 06, 2024
BUY
$134.83 - $162.94 $105,571 - $127,582
783 Added 15.95%
5,693 $895,000
Q3 2023

Nov 06, 2023
BUY
$151.9 - $188.34 $150,988 - $187,209
994 Added 25.38%
4,910 $765,000
Q2 2023

Jul 31, 2023
SELL
$166.61 - $196.03 $14,661 - $17,250
-88 Reduced 2.2%
3,916 $701,000
Q1 2023

May 09, 2023
SELL
$173.82 - $193.99 $291,322 - $325,127
-1,676 Reduced 29.51%
4,004 $776,000
Q4 2022

Feb 13, 2023
BUY
$159.14 - $190.36 $221,682 - $265,171
1,393 Added 32.49%
5,680 $987,000
Q3 2022

Nov 14, 2022
BUY
$161.54 - $208.05 $21,807 - $28,086
135 Added 3.25%
4,287 $693,000
Q2 2022

Aug 09, 2022
BUY
$167.39 - $206.64 $286,906 - $354,180
1,714 Added 70.3%
4,152 $758,000
Q1 2022

May 09, 2022
SELL
$194.83 - $232.11 $806,206 - $960,471
-4,138 Reduced 62.93%
2,438 $523,000
Q4 2021

Feb 14, 2022
SELL
$178.42 - $218.07 $142,022 - $173,583
-796 Reduced 10.8%
6,576 $1.41 Million
Q3 2021

Nov 15, 2021
BUY
$182.1 - $214.26 $1 Million - $1.18 Million
5,506 Added 295.07%
7,372 $1.34 Million
Q2 2021

Aug 13, 2021
SELL
$171.28 - $217.5 $1.87 Million - $2.38 Million
-10,943 Reduced 85.43%
1,866 $388,000
Q1 2021

May 17, 2021
BUY
$155.0 - $169.99 $624,650 - $685,059
4,030 Added 45.91%
12,809 $2.18 Million
Q4 2020

Feb 16, 2021
BUY
$155.78 - $176.54 $630,753 - $714,810
4,049 Added 85.6%
8,779 $1.48 Million
Q3 2020

Nov 16, 2020
BUY
$113.76 - $168.9 $17,519 - $26,010
154 Added 3.37%
4,730 $788,000
Q2 2020

Aug 14, 2020
SELL
$90.0 - $111.18 $589,860 - $728,673
-6,554 Reduced 58.89%
4,576 $509,000
Q1 2020

May 12, 2020
BUY
$86.17 - $118.61 $766,999 - $1.06 Million
8,901 Added 399.33%
11,130 $1.04 Million
Q4 2019

Feb 14, 2020
BUY
$112.74 - $124.3 $60,315 - $66,500
535 Added 31.58%
2,229 $261,000
Q3 2019

Nov 12, 2019
BUY
$101.62 - $122.85 $172,144 - $208,107
1,694 New
1,694 $203,000
Q1 2019

May 08, 2019
SELL
$94.45 - $112.13 $38,346 - $45,524
-406 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$89.89 - $118.78 $36,495 - $48,224
406 New
406 $40,000

Others Institutions Holding UPS

# of Institutions
2,445
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
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 $95.8B
  • 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
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