A detailed history of Strategic Wealth Investment Group, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 32,776 shares of UPS stock, worth $4.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
32,776
Previous 2,173 1408.33%
Holding current value
$4.14 Million
Previous $297,000 1404.04%
% of portfolio
0.51%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$123.32 - $147.38 $3.77 Million - $4.51 Million
30,603 Added 1408.33%
32,776 $4.47 Million
Q2 2024

Aug 13, 2024

SELL
$134.2 - $152.27 $49,519 - $56,187
-369 Reduced 14.52%
2,173 $297,000
Q4 2023

Jan 16, 2024

SELL
$134.83 - $162.94 $89,392 - $108,029
-663 Reduced 20.69%
2,542 $399,000
Q3 2023

Nov 03, 2023

BUY
$151.9 - $188.34 $5,620 - $6,968
37 Added 1.17%
3,205 $499,000
Q2 2023

Jul 17, 2023

BUY
$166.61 - $196.03 $49,649 - $58,416
298 Added 10.38%
3,168 $567,000
Q1 2023

Apr 24, 2023

SELL
$173.82 - $193.99 $14.1 Million - $15.7 Million
-81,042 Reduced 96.58%
2,870 $556,000
Q1 2023

Apr 20, 2023

BUY
$173.82 - $193.99 $14.1 Million - $15.8 Million
81,253 Added 3055.77%
83,912 $16.3 Million
Q4 2022

Jan 27, 2023

BUY
$159.14 - $190.36 $56,494 - $67,577
355 Added 15.41%
2,659 $0
Q3 2022

Oct 21, 2022

SELL
$161.54 - $208.05 $409,988 - $528,030
-2,538 Reduced 52.42%
2,304 $372,000
Q2 2022

Aug 08, 2022

SELL
$167.39 - $206.64 $23,769 - $29,342
-142 Reduced 2.85%
4,842 $884,000
Q1 2022

Apr 26, 2022

BUY
$194.83 - $232.11 $30,393 - $36,209
156 Added 3.23%
4,984 $1.07 Million
Q4 2021

Jan 21, 2022

SELL
$178.42 - $218.07 $32,115 - $39,252
-180 Reduced 3.59%
4,828 $1.04 Million
Q3 2021

Nov 15, 2021

BUY
$182.1 - $214.26 $42,247 - $49,708
232 Added 4.86%
5,008 $913,000
Q2 2021

Jul 16, 2021

BUY
$171.28 - $217.5 $488,490 - $620,310
2,852 Added 148.23%
4,776 $993,000
Q1 2021

Apr 22, 2021

SELL
$155.0 - $169.99 $465 - $509
-3 Reduced 0.16%
1,924 $327,000
Q4 2020

Jan 26, 2021

BUY
$155.78 - $176.54 $300,188 - $340,192
1,927 New
1,927 $325,000
Q4 2020

Jan 15, 2021

SELL
$155.78 - $176.54 $316,856 - $359,082
-2,034 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$113.76 - $168.9 $231,387 - $343,542
2,034 New
2,034 $339,000
Q1 2020

Apr 20, 2020

SELL
$86.17 - $118.61 $179,578 - $247,183
-2,084 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$112.74 - $124.3 $234,950 - $259,041
2,084 New
2,084 $244,000

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 Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, 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 Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.