Heritage Wealth Advisors United Parcel Service Inc Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,707 shares of UPS stock, worth $423,561. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,707
Previous 3,696 0.3%
Holding current value
$423,561
Previous $503,000 7.16%
% of portfolio
0.02%
Previous 0.02%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$122.65 - $138.35 $1,349 - $1,521
11 Added 0.3%
3,707 $467,000
Q3 2024

Nov 12, 2024
SELL
$123.32 - $147.38 $16,648 - $19,896
-135 Reduced 3.52%
3,696 $503,000
Q2 2024

Dec 12, 2024
SELL
$134.2 - $152.27 $236,594 - $268,452
-1,763 Reduced 31.52%
3,831 $524,000
Q2 2024

Aug 05, 2024
BUY
$134.2 - $152.27 $425,950 - $483,304
3,174 Added 483.11%
3,831 $524,000
Q1 2024

Dec 12, 2024
SELL
$139.08 - $161.22 $202,917 - $235,219
-1,459 Reduced 20.69%
5,594 $831,000
Q1 2024

May 08, 2024
SELL
$139.08 - $161.22 $769,668 - $892,191
-5,534 Reduced 89.39%
657 $97,000
Q4 2023

Dec 12, 2024
BUY
$134.83 - $162.94 $104,493 - $126,278
775 Added 12.34%
7,053 $1.11 Million
Q4 2023

Feb 09, 2024
SELL
$134.83 - $162.94 $11,730 - $14,175
-87 Reduced 1.39%
6,191 $973,000
Q3 2023

Dec 12, 2024
BUY
$151.9 - $188.34 $164,355 - $203,783
1,082 Added 20.82%
6,278 $978,000
Q3 2023

Nov 08, 2023
BUY
$151.9 - $188.34 $164,355 - $203,783
1,082 Added 20.82%
6,278 $978,000
Q2 2023

Dec 12, 2024
BUY
$166.61 - $196.03 $249,915 - $294,045
1,500 Added 40.58%
5,196 $931,000
Q1 2023

May 04, 2023
SELL
$173.82 - $193.99 $869 - $969
-5 Reduced 0.1%
5,196 $1.01 Million
Q4 2022

Dec 12, 2024
BUY
$159.14 - $190.36 $47,105 - $56,346
296 Added 6.03%
5,201 $904,000
Q4 2022

Feb 06, 2023
BUY
$159.14 - $190.36 $47,105 - $56,346
296 Added 6.03%
5,201 $904,000
Q3 2022

Dec 12, 2024
BUY
$161.54 - $208.05 $195,301 - $251,532
1,209 Added 32.71%
4,905 $792,000
Q3 2022

Nov 10, 2022
BUY
$161.54 - $208.05 $161 - $208
1 Added 0.02%
4,905 $792,000
Q2 2022

Aug 04, 2022
BUY
$167.39 - $206.64 $194,674 - $240,322
1,163 Added 31.09%
4,904 $895,000
Q1 2022

May 11, 2022
SELL
$194.83 - $232.11 $1,558 - $1,856
-8 Reduced 0.21%
3,741 $802,000
Q4 2021

Feb 02, 2022
BUY
$178.42 - $218.07 $87,604 - $107,072
491 Added 15.07%
3,749 $803,000
Q3 2021

Nov 02, 2021
SELL
$182.1 - $214.26 $34,781 - $40,923
-191 Reduced 5.54%
3,258 $593,000
Q4 2020

Feb 01, 2021
BUY
$155.78 - $176.54 $6,386 - $7,238
41 Added 1.2%
3,449 $581,000
Q3 2020

Nov 03, 2020
SELL
$113.76 - $168.9 $10,807 - $16,045
-95 Reduced 2.71%
3,408 $567,000
Q2 2020

Jul 17, 2020
SELL
$90.0 - $111.18 $4.72 Million - $5.84 Million
-52,490 Reduced 93.74%
3,503 $389,000
Q2 2020

Jul 17, 2020
BUY
$90.0 - $111.18 $4.72 Million - $5.84 Million
52,491 Added 1498.89%
55,993 $389,000
Q1 2020

May 05, 2020
SELL
$86.17 - $118.61 $18,957 - $26,094
-220 Reduced 5.91%
3,502 $327,000
Q4 2019

Feb 04, 2020
BUY
$112.74 - $124.3 $5,749 - $6,339
51 Added 1.39%
3,722 $435,000
Q3 2019

Oct 30, 2019
BUY
$101.62 - $122.85 $1,016 - $1,228
10 Added 0.27%
3,671 $439,000
Q2 2019

Aug 05, 2019
SELL
$92.92 - $114.49 $2.06 Million - $2.54 Million
-22,156 Reduced 85.82%
3,661 $0
Q1 2019

May 06, 2019
BUY
$94.45 - $112.13 $532,509 - $632,188
5,638 Added 27.94%
25,817 $0
Q4 2018

Jan 28, 2019
SELL
$89.89 - $118.78 $116,857 - $154,414
-1,300 Reduced 6.05%
20,179 $1.97 Million
Q3 2018

Nov 14, 2018
BUY
$105.76 - $124.66 $197,242 - $232,490
1,865 Added 9.51%
21,479 $2.51 Million
Q2 2018

Jul 19, 2018
BUY
$103.84 - $118.34 $147,348 - $167,924
1,419 Added 7.8%
19,614 $2.08 Million
Q1 2018

May 10, 2018
BUY
$101.66 - $134.09 $199,761 - $263,486
1,965 Added 12.11%
18,195 $1.9 Million
Q4 2017

Feb 02, 2018
BUY
$112.55 - $123.72 $126,843 - $139,432
1,127 Added 7.46%
16,230 $1.93 Million
Q3 2017

Nov 07, 2017
BUY
$110.17 - $120.09 $1.66 Million - $1.81 Million
15,103
15,103 $1.82 Million

Others Institutions Holding UPS

# of Institutions
2,504
Shares Held
508M
Call Options Held
14.7M
Put Options Held
13.1M
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 $83.4B
  • 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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