Avantax Advisory Services, Inc. United Parcel Service Inc Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 87,160 shares of UPS stock, worth $11.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

87,160

Previous 35,006 148.99%

Holding current value

$11.7 Million

Previous $5.2 Million 129.28%

% of portfolio

0.09%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$134.2 - $152.27 $7 Million - $7.94 Million	52,154 Added 148.99%	87,160 $11.9 Million
Q1 2024 May 08, 2024	SELL	$139.08 - $161.22 $346,448 - $401,599	-2,491 Reduced 6.64%	35,006 $5.2 Million
Q4 2023 Feb 07, 2024	BUY	$134.83 - $162.94 $584,353 - $706,181	4,334 Added 13.07%	37,497 $5.9 Million
Q3 2023 Nov 07, 2023	BUY	$151.9 - $188.34 $113,621 - $140,878	748 Added 2.31%	33,163 $5.17 Million
Q2 2023 Aug 11, 2023	SELL	$166.61 - $196.03 $614,957 - $723,546	-3,691 Reduced 10.22%	32,415 $5.81 Million
Q1 2023 Apr 28, 2023	BUY	$173.82 - $193.99 $465,663 - $519,699	2,679 Added 8.01%	36,106 $7 Million
Q4 2022 Feb 13, 2023	BUY	$159.14 - $190.36 $878,134 - $1.05 Million	5,518 Added 19.77%	33,427 $5.81 Million
Q3 2022 Nov 01, 2022	BUY	$161.54 - $208.05 $365,726 - $471,025	2,264 Added 8.83%	27,909 $4.51 Million
Q2 2022 Aug 02, 2022	BUY	$167.39 - $206.64 $245,058 - $302,520	1,464 Added 6.05%	25,645 $4.68 Million
Q1 2022 Apr 27, 2022	BUY	$194.83 - $232.11 $16,560 - $19,729	85 Added 0.35%	24,181 $5.19 Million
Q4 2021 Jan 24, 2022	SELL	$178.42 - $218.07 $137,026 - $167,477	-768 Reduced 3.09%	24,096 $5.17 Million
Q3 2021 Oct 21, 2021	BUY	$182.1 - $214.26 $1.05 Million - $1.24 Million	5,769 Added 30.21%	24,864 $4.53 Million
Q2 2021 Jul 29, 2021	BUY	$171.28 - $217.5 $234,139 - $297,322	1,367 Added 7.71%	19,095 $3.98 Million
Q1 2021 May 13, 2021	BUY	$155.0 - $169.99 $484,375 - $531,218	3,125 Added 21.4%	17,728 $3.01 Million
Q4 2020 Jan 22, 2021	SELL	$155.78 - $176.54 $3.04 Million - $3.45 Million	-19,539 Reduced 57.23%	14,603 $2.46 Million
Q3 2020 Oct 14, 2020	BUY	$113.76 - $168.9 $2.06 Million - $3.06 Million	18,138 Added 113.33%	34,142 $5.67 Million
Q2 2020 Aug 06, 2020	SELL	$90.0 - $111.18 $77,130 - $95,281	-857 Reduced 5.08%	16,004 $1.78 Million
Q1 2020 Apr 30, 2020	BUY	$86.17 - $118.61 $204,309 - $281,224	2,371 Added 16.36%	16,861 $1.57 Million
Q4 2019 Feb 14, 2020	BUY	$112.74 - $124.3 $880,048 - $970,285	7,806 Added 116.79%	14,490 $1.7 Million
Q3 2019 Nov 08, 2019	BUY	$101.62 - $122.85 $28,351 - $34,275	279 Added 4.36%	6,684 $800,000
Q2 2019 Aug 06, 2019	BUY	$92.92 - $114.49 $54,544 - $67,205	587 Added 10.09%	6,405 $661,000
Q1 2019 May 13, 2019	BUY	$94.45 - $112.13 $58,464 - $69,408	619 Added 11.91%	5,818 $650,000
Q4 2018 Feb 13, 2019	BUY	$89.89 - $118.78 $467,338 - $617,537	5,199 New	5,199 $505,000

Others Institutions Holding UPS

# of Institutions

2,431

Shares Held

524M

Call Options Held

13.8M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $97.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. United Parcel Service Inc Transaction History