A detailed history of Summit Financial Wealth Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 55,205 shares of UPS stock, worth $7.39 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
55,205
Previous 53,221 3.73%
Holding current value
$7.39 Million
Previous $7.91 Million 4.5%
% of portfolio
1.72%
Previous 1.79%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$134.2 - $152.27 $266,252 - $302,103
1,984 Added 3.73%
55,205 $7.55 Million
Q1 2024

May 02, 2024

BUY
$139.08 - $161.22 $678,571 - $786,592
4,879 Added 10.09%
53,221 $7.91 Million
Q4 2023

Jan 19, 2024

BUY
$134.83 - $162.94 $55,010 - $66,479
408 Added 0.85%
48,342 $7.6 Million
Q3 2023

Nov 13, 2023

SELL
$151.9 - $188.34 $457,219 - $566,903
-3,010 Reduced 5.91%
47,934 $7.47 Million
Q2 2023

Jul 12, 2023

BUY
$166.61 - $196.03 $47,817 - $56,260
287 Added 0.57%
50,944 $9.13 Million
Q1 2023

Apr 10, 2023

BUY
$173.82 - $193.99 $140,098 - $156,355
806 Added 1.62%
50,657 $9.83 Million
Q4 2022

Jan 17, 2023

BUY
$159.14 - $190.36 $111,238 - $133,061
699 Added 1.42%
49,851 $0
Q3 2022

Oct 28, 2022

SELL
$161.54 - $208.05 $842,431 - $1.08 Million
-5,215 Reduced 9.59%
49,152 $8.18 Million
Q2 2022

Jul 26, 2022

BUY
$167.39 - $206.64 $135,083 - $166,758
807 Added 1.51%
54,367 $10.2 Million
Q1 2022

May 06, 2022

BUY
$194.83 - $232.11 $1 Million - $1.2 Million
5,154 Added 10.65%
53,560 $11.5 Million
Q4 2021

Jan 12, 2022

BUY
$178.42 - $218.07 $483,875 - $591,405
2,712 Added 5.94%
48,406 $10.5 Million
Q3 2021

Nov 05, 2021

BUY
$182.1 - $214.26 $74,661 - $87,846
410 Added 0.91%
45,694 $8.32 Million
Q2 2021

Aug 09, 2021

BUY
$171.28 - $217.5 $183,098 - $232,507
1,069 Added 2.42%
45,284 $9.42 Million
Q1 2021

Apr 23, 2021

BUY
$155.0 - $169.99 $61,070 - $66,976
394 Added 0.9%
44,215 $7.45 Million
Q4 2020

Jan 11, 2021

SELL
$155.78 - $176.54 $149,860 - $169,831
-962 Reduced 2.15%
43,821 $7.3 Million
Q3 2020

Nov 09, 2020

SELL
$113.76 - $168.9 $4.16 Million - $6.18 Million
-36,590 Reduced 44.97%
44,783 $7.15 Million
Q2 2020

Jul 16, 2020

BUY
$90.0 - $111.18 $12,600 - $15,565
140 Added 0.17%
81,373 $9.32 Million
Q1 2020

Apr 29, 2020

BUY
$86.17 - $118.61 $3 Million - $4.13 Million
34,813 Added 75.0%
81,233 $7.77 Million
Q4 2019

Jan 28, 2020

SELL
$112.74 - $124.3 $165,502 - $182,472
-1,468 Reduced 3.07%
46,420 $5.34 Million
Q3 2019

Nov 05, 2019

BUY
$101.62 - $122.85 $402,415 - $486,486
3,960 Added 9.01%
47,888 $5.56 Million
Q2 2019

Jul 16, 2019

BUY
$92.92 - $114.49 $161,773 - $199,327
1,741 Added 4.13%
43,928 $4.54 Million
Q1 2019

May 01, 2019

BUY
$94.45 - $112.13 $225,641 - $267,878
2,389 Added 6.0%
42,187 $4.82 Million
Q4 2018

Feb 01, 2019

SELL
$89.89 - $118.78 $671,298 - $887,049
-7,468 Reduced 15.8%
39,798 $3.88 Million
Q3 2018

Oct 22, 2018

BUY
$105.76 - $124.66 $1 Million - $1.18 Million
9,458 Added 25.02%
47,266 $5.47 Million
Q2 2018

Jul 06, 2018

SELL
$103.84 - $118.34 $109,032 - $124,257
-1,050 Reduced 2.7%
37,808 $3.96 Million
Q1 2018

Apr 09, 2018

BUY
$101.66 - $134.09 $1.58 Million - $2.08 Million
15,533 Added 66.59%
38,858 $4.07 Million
Q1 2018

Apr 06, 2018

BUY
$101.66 - $134.09 $2.18 Million - $2.87 Million
21,398 Added 1110.43%
23,325 $2.44 Million
Q4 2017

Feb 05, 2018

BUY
$112.55 - $123.72 $2,926 - $3,216
26 Added 1.37%
1,927 $230,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,901
1,901 $210,000

Others Institutions Holding UPS

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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