Optimum Investment Advisors United Parcel Service Inc Transaction History

Optimum Investment Advisors

$216 Million
Q1 2024

A detailed history of Optimum Investment Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 9,000 shares of UPS stock, worth $1.22 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

9,000

Previous 7,000 28.57%

Holding current value

$1.22 Million

Previous $1.1 Million 21.55%

% of portfolio

0.62%

Previous 0.56%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$139.08 - $161.22 $278 - $322	2 Added 0.02%	12,173 $1.81 Million
Q4 2023 Jan 08, 2024	SELL	$134.83 - $162.94 $20,224 - $24,441	-150 Reduced 1.22%	12,171 $1.91 Million
Q3 2023 Oct 13, 2023	BUY	$151.9 - $188.34 $303 - $376	2 Added 0.02%	12,321 $1.92 Million
Q2 2023 Aug 03, 2023	BUY	$166.61 - $196.03 $166 - $196	1 Added 0.01%	12,319 $2.21 Million
Q1 2023 May 03, 2023	BUY	$173.82 - $193.99 $100,989 - $112,708	581 Added 4.95%	12,318 $2.39 Million

Q4 2022 Jan 05, 2023	SELL	$159.14 - $190.36 $15,754 - $18,845	-99 Reduced 0.84%	11,737 $0
Q3 2022 Oct 24, 2022	BUY	$161.54 - $208.05 $27,300 - $35,160	169 Added 1.45%	11,836 $1.91 Million
Q1 2022 Apr 08, 2022	SELL	$194.83 - $232.11 $194 - $232	-1 Reduced 0.01%	11,667 $2.5 Million
Q4 2021 Mar 17, 2022	SELL	$178.42 - $218.07 $178,063 - $217,633	-998 Reduced 7.88%	11,668 $2.5 Million
Q3 2021 Oct 22, 2021	SELL	$182.1 - $214.26 $213,603 - $251,326	-1,173 Reduced 8.48%	12,666 $2.31 Million
Q2 2021 Aug 02, 2021	SELL	$171.28 - $217.5 $222,321 - $282,315	-1,298 Reduced 8.58%	13,839 $2.88 Million
Q1 2021 Apr 15, 2021	BUY	$155.0 - $169.99 $465 - $509	3 Added 0.02%	15,137 $2.57 Million
Q4 2020 Jan 21, 2021	BUY	$155.78 - $176.54 $39,256 - $44,488	252 Added 1.69%	15,134 $2.55 Million
Q3 2020 Oct 06, 2020	SELL	$113.76 - $168.9 $136,284 - $202,342	-1,198 Reduced 7.45%	14,882 $2.48 Million
Q2 2020 Jul 16, 2020	SELL	$90.0 - $111.18 $67,500 - $83,385	-750 Reduced 4.46%	16,080 $1.79 Million
Q1 2020 Apr 21, 2020	SELL	$86.17 - $118.61 $155,967 - $214,684	-1,810 Reduced 9.71%	16,830 $1.57 Million
Q4 2019 Jan 22, 2020	BUY	$112.74 - $124.3 $76,437 - $84,275	678 Added 3.77%	18,640 $2.18 Million
Q3 2019 Oct 17, 2019	SELL	$101.62 - $122.85 $84,242 - $101,842	-829 Reduced 4.41%	17,962 $2.15 Million
Q4 2018 Feb 04, 2019	SELL	$89.89 - $118.78 $119,104 - $157,383	-1,325 Reduced 6.59%	18,791 $1.83 Million
Q3 2018 Oct 05, 2018	BUY	$105.76 - $124.66 $95,184 - $112,194	900 Added 4.68%	20,116 $2.35 Million
Q2 2018 Oct 05, 2018	BUY	$103.84 - $118.34 $28,556 - $32,543	275 Added 1.45%	19,216 $2.04 Million
Q1 2018 May 09, 2018	BUY	$101.66 - $134.09 $54,489 - $71,872	536 Added 2.91%	18,941 $1.98 Million
Q2 2017 Aug 14, 2017	BUY	N/A	18,405	18,405 $2.04 Million

Others Institutions Holding UPS

# of Institutions

2,432

Shares Held

492M

Call Options Held

15.6M

Put Options Held

14.1M

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 $98.9B
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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Optimum Investment Advisors United Parcel Service Inc Transaction History