Soa Wealth Advisors, Llc. United Parcel Service Inc Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,891 shares of UPS stock, worth $1.06 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,891

Previous 8,980 12.13%

Holding current value

$1.06 Million

Previous $1.23 Million 12.46%

% of portfolio

0.21%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$123.32 - $147.38 $134,295 - $160,496	-1,089 Reduced 12.13%	7,891 $1.08 Million
Q2 2024 Jul 17, 2024	SELL	$134.2 - $152.27 $5,904 - $6,699	-44 Reduced 0.49%	8,980 $1.23 Million
Q1 2024 Apr 10, 2024	BUY	$139.08 - $161.22 $417 - $483	3 Added 0.03%	9,024 $1.34 Million
Q4 2023 Jan 10, 2024	BUY	$134.83 - $162.94 $404 - $488	3 Added 0.03%	9,021 $1.42 Million
Q3 2023 Oct 10, 2023	BUY	$151.9 - $188.34 $7,139 - $8,851	47 Added 0.52%	9,018 $1.41 Million
Q2 2023 Jul 07, 2023	BUY	$166.61 - $196.03 $499 - $588	3 Added 0.03%	8,971 $1.61 Million
Q1 2023 Apr 28, 2023	SELL	$173.82 - $193.99 $17,382 - $19,399	-100 Reduced 1.1%	8,968 $1.74 Million
Q4 2022 Jan 10, 2023	SELL	$159.14 - $190.36 $3,341 - $3,997	-21 Reduced 0.23%	9,068 $0
Q3 2022 Oct 07, 2022	SELL	$161.54 - $208.05 $3,876 - $4,993	-24 Reduced 0.26%	9,089 $1.47 Million
Q2 2022 Jul 13, 2022	BUY	$167.39 - $206.64 $1,841 - $2,273	11 Added 0.12%	9,113 $1.66 Million
Q1 2022 Apr 07, 2022	BUY	$194.83 - $232.11 $81,633 - $97,254	419 Added 4.83%	9,102 $1.95 Million
Q3 2021 Oct 12, 2021	BUY	$182.1 - $214.26 $8,740 - $10,284	48 Added 0.56%	8,683 $1.58 Million
Q1 2021 Apr 26, 2021	SELL	$155.0 - $169.99 $465 - $509	-3 Reduced 0.03%	8,635 $1.47 Million
Q4 2020 Mar 10, 2021	BUY	$155.78 - $176.54 $1.35 Million - $1.52 Million	8,638 New	8,638 $1.43 Million

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

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Soa Wealth Advisors, Llc. United Parcel Service Inc Transaction History