Heartwood Wealth Advisors LLC United Parcel Service Inc Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,739 shares of UPS stock, worth $257,986. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,739
Previous 2,743 0.15%
Holding current value
$257,986
Previous $276,000 17.39%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$82.58 - $105.54 $330 - $422
-4 Reduced 0.15%
2,739 $228,000
Q2 2025

Jul 08, 2025
SELL
$91.92 - $110.2 $643 - $771
-7 Reduced 0.25%
2,743 $276,000
Q1 2025

Apr 21, 2025
SELL
$109.66 - $136.26 $15,900 - $19,757
-145 Reduced 5.01%
2,750 $302,000
Q4 2024

Jan 10, 2025
BUY
$122.65 - $138.35 $1,717 - $1,936
14 Added 0.49%
2,895 $365,000
Q3 2024

Oct 07, 2024
SELL
$123.32 - $147.38 $179,183 - $214,143
-1,453 Reduced 33.53%
2,881 $392,000
Q2 2024

Jul 09, 2024
BUY
$134.2 - $152.27 $248,672 - $282,156
1,853 Added 74.69%
4,334 $593,000
Q4 2023

Jan 17, 2024
SELL
$134.83 - $162.94 $13,483 - $16,294
-100 Reduced 3.87%
2,481 $390,000
Q3 2023

Oct 17, 2023
BUY
$151.9 - $188.34 $58,481 - $72,510
385 Added 17.53%
2,581 $402,000
Q2 2023

Jul 19, 2023
BUY
$166.61 - $196.03 $151,948 - $178,779
912 Added 71.03%
2,196 $393,000
Q1 2023

Apr 14, 2023
BUY
$173.82 - $193.99 $22,770 - $25,412
131 Added 11.36%
1,284 $249,000
Q4 2022

Jan 12, 2023
BUY
$159.14 - $190.36 $183,488 - $219,485
1,153 New
1,153 $0
Q2 2022

Jul 25, 2022
SELL
$167.39 - $206.64 $166,385 - $205,400
-994 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$194.83 - $232.11 $193,661 - $230,717
994 New
994 $213,000

Others Institutions Holding UPS

# of Institutions
2,361
Shares Held
469M
Call Options Held
22.8M
Put Options Held
22.3M
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 $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 ...
More about UPS
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