Avidian Wealth Solutions, LLC United Parcel Service Inc Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 14,971 shares of UPS stock, worth $2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,971

Previous 22,781 34.28%

Holding current value

$2 Million

Previous $3.12 Million 34.55%

% of portfolio

0.1%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$123.32 - $147.38 $963,129 - $1.15 Million	-7,810 Reduced 34.28%	14,971 $2.04 Million
Q2 2024 Aug 06, 2024	BUY	$134.2 - $152.27 $116,619 - $132,322	869 Added 3.97%	22,781 $3.12 Million
Q1 2024 May 03, 2024	BUY	$139.08 - $161.22 $80,527 - $93,346	579 Added 2.71%	21,912 $3.26 Million
Q4 2023 Feb 06, 2024	BUY	$134.83 - $162.94 $6,067 - $7,332	45 Added 0.21%	21,333 $3.35 Million
Q3 2023 Oct 13, 2023	SELL	$151.9 - $188.34 $95,089 - $117,900	-626 Reduced 2.86%	21,288 $3.32 Million
Q2 2023 Aug 03, 2023	BUY	$166.61 - $196.03 $1.52 Million - $1.79 Million	9,127 Added 71.38%	21,914 $3.93 Million
Q1 2023 May 08, 2023	BUY	$173.82 - $193.99 $8,864 - $9,893	51 Added 0.4%	12,787 $2.48 Million
Q4 2022 Feb 06, 2023	SELL	$159.14 - $190.36 $17,505 - $20,939	-110 Reduced 0.86%	12,736 $2.21 Million
Q3 2022 Nov 03, 2022	SELL	$161.54 - $208.05 $16,315 - $21,013	-101 Reduced 0.78%	12,846 $2.08 Million
Q2 2022 Jul 29, 2022	SELL	$167.39 - $206.64 $274,686 - $339,096	-1,641 Reduced 11.25%	12,947 $2.36 Million
Q1 2022 May 10, 2022	BUY	$194.83 - $232.11 $217,625 - $259,266	1,117 Added 8.29%	14,588 $3.13 Million
Q4 2021 Feb 14, 2022	BUY	$178.42 - $218.07 $315,089 - $385,111	1,766 Added 15.09%	13,471 $2.89 Million
Q3 2021 Nov 10, 2021	BUY	$182.1 - $214.26 $1.65 Million - $1.94 Million	9,035 Added 338.39%	11,705 $2.13 Million
Q2 2021 Aug 09, 2021	BUY	$171.28 - $217.5 $85,640 - $108,750	500 Added 23.04%	2,670 $555,000
Q1 2021 May 05, 2021	BUY	$155.0 - $169.99 $40,610 - $44,537	262 Added 13.73%	2,170 $369,000
Q4 2020 Feb 09, 2021	BUY	$155.78 - $176.54 $50,005 - $56,669	321 Added 20.23%	1,908 $321,000
Q3 2020 Feb 03, 2021	BUY	$113.76 - $168.9 $180,537 - $268,044	1,587 New	1,587 $264,000

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 ...

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Avidian Wealth Solutions, LLC United Parcel Service Inc Transaction History