HERITAGE WEALTH ADVISORS – United Parcel Service, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$792,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | -103K | $161.54 | 4.90K |
| Q2 2022 | share | Increase | +31.09% | 1.16K shares | 93K | $182.54 | 4.90K |
| Q1 2022 | share | Decrease | -0.21% | -8 shares | -2K | $214.46 | 3.74K |
| Q4 2021 | share | Increase | +15.07% | 491 shares | 210.44K | $213.9 | 3.74K |
| Q3 2021 | share | Decrease | -5.54% | -191 shares | -124.14K | $181.21 | 3.25K |
| Q2 2021 | share | 0.00% | 0 shares | 131.06K | $205.87 | 3.44K | |
| Q1 2021 | share | 0.00% | 0 shares | 5.29K | $167.47 | 3.44K | |
| Q4 2020 | share | Increase | +1.20% | 41 shares | 13.10K | $164.85 | 3.44K |
| Q3 2020 | share | Decrease | -2.71% | -95 shares | 178.46K | $162.12 | 3.40K |
| Q2 2020 | share | Increase | +0.03% | 1 shares | 62.26K | $107.49 | 3.50K |
| Q1 2020 | share | Decrease | -5.91% | -220 shares | -108.56K | $89.38 | 3.50K |
| Q4 2019 | share | Increase | +1.39% | 51 shares | -3.27K | $110.86 | 3.72K |
| Q3 2019 | share | Increase | +0.27% | 10 shares | 60.92K | $112.6 | 3.67K |
| Q2 2019 | share | Decrease | -85.82% | -22.15K shares | -2.50M | $96.25 | 3.66K |
| Q1 2019 | share | Increase | +27.94% | 5.63K shares | 916.83K | $103.15 | 25.81K |
| Q4 2018 | share | Decrease | -6.05% | -1.3K shares | -539K | $89.26 | 20.17K |
| Q3 2018 | share | Increase | +9.51% | 1.86K shares | 426K | $105.97 | 21.47K |
| Q2 2018 | share | Increase | +7.80% | 1.41K shares | 177K | $95.71 | 19.61K |
| Q1 2018 | share | Increase | +12.11% | 1.96K shares | -26K | $93.56 | 18.19K |
| Q4 2017 | share | Increase | +7.46% | 1.12K shares | 115K | $105.6 | 16.23K |
| Q3 2017 | share | Increase | +7.11% | 1.00K shares | 251K | $105.66 | 15.10K |
| Q2 2017 | share | Increase | +8.00% | 1.04K shares | 164K | $96.58 | 14.10K |
| Q1 2017 | share | Increase | +14.87% | 1.69K shares | 98K | $92.97 | 13.05K |
| Q4 2016 | share | Increase | +17.86% | 1.72K shares | 247K | $98.56 | 11.36K |
| Q3 2016 | share | Increase | +17.17% | 1.41K shares | 171K | $93.38 | 9.64K |
| Q2 2016 | share | Increase | +62.28% | 3.15K shares | 349K | $91.33 | 8.23K |
| Q1 2016 | share | Increase | +29.52% | 1.15K shares | 159K | $88.74 | 5.07K |