Summit Financial Wealth Advisors, LLC United Parcel Service Inc Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

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 2,623 shares of UPS stock, worth $226,233. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,623
Previous 62,808 95.82%
Holding current value
$226,233
Previous $6.34 Million 96.55%
% of portfolio
0.04%
Previous 1.17%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$82.58 - $105.54 $4.97 Million - $6.35 Million
-60,185 Reduced 95.82%
2,623 $219,000
Q2 2025

Sep 29, 2025
SELL
$91.92 - $110.2 $691,146 - $828,593
-7,519 Reduced 10.69%
62,808 $6.34 Million
Q1 2025

May 14, 2025
SELL
$109.66 - $136.26 $410,896 - $510,566
-3,747 Reduced 5.06%
70,327 $7.74 Million
Q4 2024

Feb 13, 2025
BUY
$122.65 - $138.35 $1.84 Million - $2.07 Million
14,989 Added 25.37%
74,074 $9.34 Million
Q3 2024

Nov 13, 2024
BUY
$123.32 - $147.38 $478,481 - $571,834
3,880 Added 7.03%
59,085 $8.05 Million
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

# of Institutions
2,486
Shares Held
502M
Call Options Held
16.6M
Put Options Held
15.5M
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 $62.9B
  • 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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