Sky Oak Wealth, LLC United Parcel Service Inc Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 19,089 shares of UPS stock, worth $2.16 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

19,089

Previous 17,099 11.64%

Holding current value

$2.16 Million

Previous $2.33 Million 3.3%

% of portfolio

0.52%

Previous 0.52%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$122.65 - $138.35 $244,073 - $275,316	1,990 Added 11.64%	19,089 $2.41 Million
Q3 2024 Nov 04, 2024	BUY	$123.32 - $147.38 $13,935 - $16,653	113 Added 0.67%	17,099 $2.33 Million
Q2 2024 Aug 12, 2024	BUY	$134.2 - $152.27 $170,031 - $192,926	1,267 Added 8.06%	16,986 $2.32 Million
Q1 2024 Apr 29, 2024	BUY	$139.08 - $161.22 $117,661 - $136,392	846 Added 5.69%	15,719 $2.34 Million
Q4 2023 Jan 12, 2024	BUY	$134.83 - $162.94 $59,055 - $71,367	438 Added 3.03%	14,873 $2.34 Million
Q3 2023 Oct 24, 2023	BUY	$151.9 - $188.34 $42,987 - $53,300	283 Added 2.0%	14,435 $2.25 Million
Q2 2023 Jul 20, 2023	BUY	$166.61 - $196.03 $214,260 - $252,094	1,286 Added 10.0%	14,152 $2.54 Million
Q1 2023 May 02, 2023	SELL	$173.82 - $193.99 $99,425 - $110,962	-572 Reduced 4.26%	12,866 $2.5 Million
Q4 2022 Jan 26, 2023	SELL	$159.14 - $190.36 $17,346 - $20,749	-109 Reduced 0.8%	13,438 $0
Q3 2022 Oct 25, 2022	BUY	$161.54 - $208.05 $9,692 - $12,483	60 Added 0.44%	13,547 $2.19 Million
Q2 2022 Jul 26, 2022	BUY	$167.39 - $206.64 $24,941 - $30,789	149 Added 1.12%	13,487 $2.46 Million
Q1 2022 Apr 18, 2022	SELL	$194.83 - $232.11 $126,444 - $150,639	-649 Reduced 4.64%	13,338 $2.86 Million
Q4 2021 Jan 24, 2022	BUY	$178.42 - $218.07 $22,480 - $27,476	126 Added 0.91%	13,987 $3 Million
Q3 2021 Oct 21, 2021	SELL	$182.1 - $214.26 $1,638 - $1,928	-9 Reduced 0.06%	13,861 $2.52 Million
Q2 2021 Jul 19, 2021	SELL	$171.28 - $217.5 $75,363 - $95,700	-440 Reduced 3.07%	13,870 $2.89 Million
Q1 2021 Apr 29, 2021	SELL	$155.0 - $169.99 $81,530 - $89,414	-526 Reduced 3.55%	14,310 $2.84 Million
Q4 2020 Feb 02, 2021	BUY	$155.78 - $176.54 $15,266 - $17,300	98 Added 0.66%	14,836 $2.5 Million
Q3 2020 Nov 03, 2020	SELL	$113.76 - $168.9 $135,601 - $201,328	-1,192 Reduced 7.48%	14,738 $2.46 Million
Q2 2020 Aug 10, 2020	BUY	$90.0 - $111.18 $1.43 Million - $1.77 Million	15,930 New	15,930 $1.77 Million

Others Institutions Holding UPS

# of Institutions

2,460

Shares Held

505M

Call Options Held

14.9M

Put Options Held

12.8M

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 $82.5B
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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Sky Oak Wealth, LLC United Parcel Service Inc Transaction History