Soltis Investment Advisors LLC United Parcel Service Inc Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 31,603 shares of UPS stock, worth $3.68 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
31,603
Previous 33,580 5.89%
Holding current value
$3.68 Million
Previous $4.58 Million 12.92%
% of portfolio
0.39%
Previous 0.46%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$122.65 - $138.35 $242,479 - $273,517
-1,977 Reduced 5.89%
31,603 $3.99 Million
Q3 2024

Nov 18, 2024
BUY
$123.32 - $147.38 $211,987 - $253,346
1,719 Added 5.4%
33,580 $4.58 Million
Q2 2024

Aug 12, 2024
BUY
$134.2 - $152.27 $142,788 - $162,015
1,064 Added 3.45%
31,861 $4.36 Million
Q1 2024

Apr 29, 2024
BUY
$139.08 - $161.22 $274,126 - $317,764
1,971 Added 6.84%
30,797 $4.58 Million
Q4 2023

Jan 26, 2024
SELL
$134.83 - $162.94 $473,253 - $571,919
-3,510 Reduced 10.85%
28,826 $4.53 Million
Q3 2023

Nov 08, 2023
BUY
$151.9 - $188.34 $229,065 - $284,016
1,508 Added 4.89%
32,336 $5.04 Million
Q2 2023

Aug 08, 2023
SELL
$166.61 - $196.03 $1.76 Million - $2.07 Million
-10,562 Reduced 25.52%
30,828 $5.53 Million
Q1 2023

May 03, 2023
BUY
$173.82 - $193.99 $3.05 Million - $3.41 Million
17,557 Added 73.67%
41,390 $8.03 Million
Q4 2022

Feb 09, 2023
BUY
$159.14 - $190.36 $523,093 - $625,713
3,287 Added 16.0%
23,833 $4.14 Million
Q3 2022

Nov 14, 2022
BUY
$161.54 - $208.05 $1.4 Million - $1.81 Million
8,687 Added 73.25%
20,546 $3.32 Million
Q2 2022

Aug 11, 2022
BUY
$167.39 - $206.64 $360,558 - $445,102
2,154 Added 22.19%
11,859 $2.17 Million
Q1 2022

May 06, 2022
BUY
$194.83 - $232.11 $274,905 - $327,507
1,411 Added 17.01%
9,705 $2.08 Million
Q4 2021

Feb 09, 2022
BUY
$178.42 - $218.07 $84,571 - $103,365
474 Added 6.06%
8,294 $1.78 Million
Q3 2021

Nov 09, 2021
BUY
$182.1 - $214.26 $55,176 - $64,920
303 Added 4.03%
7,820 $1.42 Million
Q2 2021

Aug 04, 2021
SELL
$171.28 - $217.5 $283,125 - $359,527
-1,653 Reduced 18.03%
7,517 $1.56 Million
Q1 2021

May 11, 2021
BUY
$155.0 - $169.99 $202,275 - $221,836
1,305 Added 16.59%
9,170 $1.56 Million
Q4 2020

Feb 10, 2021
SELL
$155.78 - $176.54 $129,141 - $146,351
-829 Reduced 9.54%
7,865 $1.32 Million
Q3 2020

Oct 28, 2020
SELL
$113.76 - $168.9 $8,076 - $11,991
-71 Reduced 0.81%
8,694 $1.45 Million
Q2 2020

Aug 12, 2020
BUY
$90.0 - $111.18 $280,710 - $346,770
3,119 Added 55.24%
8,765 $974,000
Q1 2020

May 07, 2020
BUY
$86.17 - $118.61 $118,914 - $163,681
1,380 Added 32.35%
5,646 $527,000
Q4 2019

Feb 12, 2020
BUY
$112.74 - $124.3 $480,948 - $530,263
4,266 New
4,266 $499,000

Others Institutions Holding UPS

# of Institutions
2,571
Shares Held
511M
Call Options Held
14M
Put Options Held
13.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $84.9B
  • 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 ...
More about UPS
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