A detailed history of United Asset Strategies, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, United Asset Strategies, Inc. holds 18,294 shares of UPS stock, worth $2.45 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,294
Previous 19,801 7.61%
Holding current value
$2.45 Million
Previous $2.71 Million 7.97%
% of portfolio
0.23%
Previous 0.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$123.32 - $147.38 $185,843 - $222,101
-1,507 Reduced 7.61%
18,294 $2.49 Million
Q2 2024

Aug 01, 2024

BUY
$134.2 - $152.27 $78,775 - $89,382
587 Added 3.06%
19,801 $2.71 Million
Q1 2024

Apr 23, 2024

BUY
$139.08 - $161.22 $86,925 - $100,762
625 Added 3.36%
19,214 $2.86 Million
Q4 2023

Jan 30, 2024

BUY
$134.83 - $162.94 $83,864 - $101,348
622 Added 3.46%
18,589 $2.92 Million
Q3 2023

Nov 07, 2023

SELL
$151.9 - $188.34 $333,572 - $413,594
-2,196 Reduced 10.89%
17,967 $2.8 Million
Q2 2023

Jul 25, 2023

BUY
$166.61 - $196.03 $475,504 - $559,469
2,854 Added 16.49%
20,163 $3.61 Million
Q1 2023

Apr 25, 2023

SELL
$173.82 - $193.99 $3,476 - $3,879
-20 Reduced 0.12%
17,309 $3.36 Million
Q4 2022

Jan 26, 2023

BUY
$159.14 - $190.36 $442,250 - $529,010
2,779 Added 19.1%
17,329 $0
Q3 2022

Oct 24, 2022

BUY
$161.54 - $208.05 $34,569 - $44,522
214 Added 1.49%
14,550 $2.35 Million
Q2 2022

Aug 15, 2022

BUY
$167.39 - $206.64 $2,678 - $3,306
16 Added 0.11%
14,336 $2.62 Million
Q1 2022

Apr 29, 2022

SELL
$194.83 - $232.11 $2,727 - $3,249
-14 Reduced 0.1%
14,320 $3.07 Million
Q4 2021

Jan 31, 2022

SELL
$178.42 - $218.07 $118,470 - $144,798
-664 Reduced 4.43%
14,334 $3.07 Million
Q3 2021

Oct 21, 2021

SELL
$182.1 - $214.26 $110,170 - $129,627
-605 Reduced 3.88%
14,998 $2.73 Million
Q2 2021

Jul 19, 2021

BUY
$171.28 - $217.5 $358,146 - $454,792
2,091 Added 15.48%
15,603 $3.25 Million
Q1 2021

Apr 27, 2021

BUY
$155.0 - $169.99 $1,860 - $2,039
12 Added 0.09%
13,512 $2.3 Million
Q4 2020

Feb 05, 2021

BUY
$155.78 - $176.54 $7,477 - $8,473
48 Added 0.36%
13,500 $2.27 Million
Q3 2020

Nov 03, 2020

BUY
$113.76 - $168.9 $4,664 - $6,924
41 Added 0.31%
13,452 $2.24 Million
Q2 2020

Aug 03, 2020

SELL
$90.0 - $111.18 $900 - $1,111
-10 Reduced 0.07%
13,411 $1.49 Million
Q1 2020

May 08, 2020

SELL
$86.17 - $118.61 $10,512 - $14,470
-122 Reduced 0.9%
13,421 $1.25 Million
Q4 2019

Feb 12, 2020

SELL
$112.74 - $124.3 $24,464 - $26,973
-217 Reduced 1.58%
13,543 $1.59 Million
Q3 2019

Nov 01, 2019

BUY
$101.62 - $122.85 $1,321 - $1,597
13 Added 0.09%
13,760 $1.65 Million
Q2 2019

Jul 31, 2019

BUY
$92.92 - $114.49 $1,579 - $1,946
17 Added 0.12%
13,747 $1.42 Million
Q1 2019

May 02, 2019

BUY
$94.45 - $112.13 $345,687 - $410,395
3,660 Added 36.35%
13,730 $1.53 Million
Q4 2018

Feb 11, 2019

SELL
$89.89 - $118.78 $4,134 - $5,463
-46 Reduced 0.45%
10,070 $982,000
Q3 2018

Nov 07, 2018

BUY
$105.76 - $124.66 $1,374 - $1,620
13 Added 0.13%
10,116 $1.18 Million
Q2 2018

Aug 07, 2018

SELL
$103.84 - $118.34 $19,418 - $22,129
-187 Reduced 1.82%
10,103 $1.07 Million
Q1 2018

May 14, 2018

SELL
$101.66 - $134.09 $356,826 - $470,655
-3,510 Reduced 25.43%
10,290 $1.08 Million
Q4 2017

Feb 09, 2018

BUY
$112.55 - $123.72 $1,350 - $1,484
12 Added 0.09%
13,800 $1.64 Million
Q3 2017

Nov 02, 2017

BUY
$110.17 - $120.09 $1.52 Million - $1.66 Million
13,788
13,788 $1.66 Million

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
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.