Foundations Investment Advisors, LLC United Parcel Service Inc Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 15,857 shares of UPS stock, worth $2.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,857

Previous 14,209 11.6%

Holding current value

$2.12 Million

Previous $1.94 Million 11.16%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$123.32 - $147.38 $203,231 - $242,882	1,648 Added 11.6%	15,857 $2.16 Million
Q2 2024 Aug 02, 2024	BUY	$134.2 - $152.27 $462,855 - $525,179	3,449 Added 32.05%	14,209 $1.94 Million
Q1 2024 May 13, 2024	SELL	$139.08 - $161.22 $240,747 - $279,071	-1,731 Reduced 13.86%	10,760 $1.6 Million
Q4 2023 Feb 08, 2024	SELL	$134.83 - $162.94 $2.15 Million - $2.6 Million	-15,955 Reduced 56.09%	12,491 $1.96 Million
Q3 2023 Oct 05, 2023	BUY	$151.9 - $188.34 $18,987 - $23,542	125 Added 0.44%	28,446 $4.43 Million
Q2 2023 Jul 19, 2023	BUY	$166.61 - $196.03 $210,428 - $247,585	1,263 Added 4.67%	28,321 $5.08 Million
Q1 2023 Apr 25, 2023	BUY	$173.82 - $193.99 $1.17 Million - $1.3 Million	6,706 Added 32.95%	27,058 $5.25 Million
Q4 2022 Jan 11, 2023	BUY	$159.14 - $190.36 $2 Million - $2.39 Million	12,578 Added 161.8%	20,352 $0
Q3 2022 Oct 19, 2022	BUY	$161.54 - $208.05 $488,173 - $628,727	3,022 Added 63.59%	7,774 $1.26 Million
Q2 2022 Jul 08, 2022	BUY	$167.39 - $206.64 $102,610 - $126,670	613 Added 14.81%	4,752 $880,000
Q1 2022 Apr 19, 2022	BUY	$194.83 - $232.11 $91,959 - $109,555	472 Added 12.87%	4,139 $778,000
Q4 2021 Jan 21, 2022	SELL	$178.42 - $218.07 $114,902 - $140,437	-644 Reduced 14.94%	3,667 $775,000
Q3 2021 Oct 13, 2021	BUY	$182.1 - $214.26 $26,586 - $31,281	146 Added 3.51%	4,311 $775,000
Q2 2021 Jul 14, 2021	BUY	$171.28 - $217.5 $259,489 - $329,512	1,515 Added 57.17%	4,165 $891,000
Q1 2021 Apr 09, 2021	BUY	$155.0 - $169.99 $183,830 - $201,608	1,186 Added 81.01%	2,650 $456,000
Q4 2020 Jan 13, 2021	BUY	$155.78 - $176.54 $228,061 - $258,454	1,464 New	1,464 $232,000

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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Foundations Investment Advisors, LLC United Parcel Service Inc Transaction History