A detailed history of Pacific Capital Wealth Advisors, Inc transactions in United Parcel Service Inc stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,028 shares of UPS stock, worth $129,795. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,028
Previous 1,007 2.09%
Holding current value
$129,795
Previous $137,000 2.19%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$123.32 - $147.38 $2,589 - $3,094
21 Added 2.09%
1,028 $140,000
Q4 2023

Feb 06, 2024

BUY
$134.83 - $162.94 $135,773 - $164,080
1,007 New
1,007 $158,000
Q1 2022

May 16, 2022

BUY
$194.83 - $232.11 $20,067 - $23,907
103 Added 10.23%
1,110 $238,000
Q4 2021

Mar 08, 2022

BUY
$178.42 - $218.07 $179,668 - $219,596
1,007 New
1,007 $216,000
Q3 2021

Nov 30, 2021

SELL
$182.1 - $214.26 $183,374 - $215,759
-1,007 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$171.28 - $217.5 $172,478 - $219,022
1,007 New
1,007 $209,000
Q4 2020

Feb 16, 2021

SELL
$155.78 - $176.54 $156,870 - $177,775
-1,007 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$113.76 - $168.9 $114,556 - $170,082
1,007 New
1,007 $168,000

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 $92.1B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.