A detailed history of York Bridge Wealth Partners, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 8,166 shares of UPS stock, worth $1.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,166
Previous 8,085 1.0%
Holding current value
$1.03 Million
Previous $1.31 Million 8.65%
% of portfolio
0.36%
Previous 0.34%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

BUY
$159.14 - $190.36 $12,890 - $15,419
81 Added 1.0%
8,166 $0
Q3 2022

Oct 18, 2022

BUY
$161.54 - $208.05 $23,746 - $30,583
147 Added 1.85%
8,085 $1.31 Million
Q2 2022

Jul 15, 2022

BUY
$167.39 - $206.64 $108,468 - $133,902
648 Added 8.89%
7,938 $1.45 Million
Q1 2022

Apr 15, 2022

SELL
$194.83 - $232.11 $14,807 - $17,640
-76 Reduced 1.03%
7,290 $1.56 Million
Q4 2021

Jan 19, 2022

SELL
$178.42 - $218.07 $64,944 - $79,377
-364 Reduced 4.71%
7,366 $1.58 Million
Q3 2021

Oct 22, 2021

BUY
$182.1 - $214.26 $125,831 - $148,053
691 Added 9.82%
7,730 $1.41 Million
Q2 2021

Jul 22, 2021

BUY
$171.28 - $217.5 $4,282 - $5,437
25 Added 0.36%
7,039 $1.46 Million
Q1 2021

Apr 15, 2021

BUY
$155.0 - $169.99 $165,695 - $181,719
1,069 Added 17.98%
7,014 $1.19 Million
Q4 2020

Jan 19, 2021

BUY
$155.78 - $176.54 $17,135 - $19,419
110 Added 1.89%
5,945 $1 Million
Q3 2020

Oct 19, 2020

SELL
$113.76 - $168.9 $56,652 - $84,112
-498 Reduced 7.86%
5,835 $972,000
Q2 2020

Jul 20, 2020

SELL
$90.0 - $111.18 $40,410 - $49,919
-449 Reduced 6.62%
6,333 $704,000
Q1 2020

Apr 16, 2020

SELL
$86.17 - $118.61 $21,111 - $29,059
-245 Reduced 3.49%
6,782 $634,000
Q4 2019

Jan 17, 2020

SELL
$112.74 - $124.3 $94,363 - $104,039
-837 Reduced 10.64%
7,027 $823,000
Q3 2019

Oct 21, 2019

BUY
$101.62 - $122.85 $1,727 - $2,088
17 Added 0.22%
7,864 $942,000
Q2 2019

Jul 18, 2019

BUY
$92.92 - $114.49 $30,477 - $37,552
328 Added 4.36%
7,847 $810,000
Q1 2019

May 09, 2019

BUY
$94.45 - $112.13 $17,378 - $20,631
184 Added 2.51%
7,519 $840,000
Q4 2018

Feb 14, 2019

SELL
$89.89 - $118.78 $12,225 - $16,154
-136 Reduced 1.82%
7,335 $715,000
Q3 2018

Nov 14, 2018

SELL
$105.76 - $124.66 $15,229 - $17,951
-144 Reduced 1.89%
7,471 $878,000
Q2 2018

Aug 10, 2018

BUY
$103.84 - $118.34 $35,928 - $40,945
346 Added 4.76%
7,615 $809,000
Q1 2018

May 15, 2018

BUY
$101.66 - $134.09 $40,155 - $52,965
395 Added 5.75%
7,269 $778,000
Q4 2017

Feb 12, 2018

BUY
$112.55 - $123.72 $47,833 - $52,581
425 Added 6.59%
6,874 $779,000
Q3 2017

Oct 27, 2017

SELL
$110.17 - $120.09 $32,059 - $34,946
-291 Reduced 4.32%
6,449 $774,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,740
6,740 $745,000

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 $92.2B
  • 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 York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth 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 York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.