Congress Wealth Management LLC United Parcel Service Inc Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 60,614 shares of UPS stock, worth $5.71 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

60,614

Previous 32,759 85.03%

Holding current value

$5.71 Million

Previous $3.6 Million 69.8%

% of portfolio

0.06%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$91.92 - $110.2 $2.56 Million - $3.07 Million	27,855 Added 85.03%	60,614 $6.12 Million
Q1 2025 May 14, 2025	BUY	$109.66 - $136.26 $2.43 Million - $3.02 Million	22,161 Added 209.11%	32,759 $3.6 Million
Q4 2024 Feb 11, 2025	SELL	$122.65 - $138.35 $7.44 Million - $8.4 Million	-60,690 Reduced 85.13%	10,598 $1.34 Million
Q3 2024 Nov 12, 2024	BUY	$123.32 - $147.38 $170,798 - $204,121	1,385 Added 1.98%	71,288 $9.72 Million
Q2 2024 Aug 13, 2024	SELL	$134.2 - $152.27 $392,266 - $445,085	-2,923 Reduced 4.01%	69,903 $9.57 Million

Q1 2024 Apr 18, 2024	BUY	$139.08 - $161.22 $2.6 Million - $3.01 Million	18,660 Added 34.45%	72,826 $10.8 Million
Q4 2023 Feb 09, 2024	SELL	$134.83 - $162.94 $1.64 Million - $1.98 Million	-12,176 Reduced 18.35%	54,166 $8.52 Million
Q3 2023 Oct 30, 2023	BUY	$151.9 - $188.34 $353,927 - $438,832	2,330 Added 3.64%	66,342 $10.3 Million
Q2 2023 Jul 13, 2023	BUY	$166.61 - $196.03 $224,257 - $263,856	1,346 Added 2.15%	64,012 $11.5 Million
Q1 2023 Apr 14, 2023	BUY	$173.82 - $193.99 $598,983 - $668,489	3,446 Added 5.82%	62,666 $12.2 Million
Q4 2022 Feb 02, 2023	BUY	$159.14 - $190.36 $151,978 - $181,793	955 Added 1.64%	59,220 $10.3 Million
Q3 2022 Nov 08, 2022	BUY	$161.54 - $208.05 $381,557 - $491,414	2,362 Added 4.23%	58,265 $9.41 Million
Q2 2022 Aug 11, 2022	BUY	$167.39 - $206.64 $11,047 - $13,638	66 Added 0.12%	55,903 $10.2 Million
Q1 2022 May 16, 2022	BUY	$194.83 - $232.11 $263,020 - $313,348	1,350 Added 2.48%	55,837 $12 Million
Q4 2021 Feb 04, 2022	BUY	$178.42 - $218.07 $9.72 Million - $11.9 Million	54,487 New	54,487 $11.7 Million

Others Institutions Holding UPS

# of Institutions

2,360

Shares Held

470M

Call Options Held

22.8M

Put Options Held

22.3M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $68.7B
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 ...

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Congress Wealth Management LLC United Parcel Service Inc Transaction History