A detailed history of Valeo Financial Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 27,757 shares of UPS stock, worth $3.67 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
27,757
Previous 23,835 16.45%
Holding current value
$3.67 Million
Previous $3.26 Million 16.01%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 10, 2024

BUY
$123.32 - $147.38 $483,661 - $578,024
3,922 Added 16.45%
27,757 $3.78 Million
Q2 2024

Jul 10, 2024

SELL
$134.2 - $152.27 $227,737 - $258,402
-1,697 Reduced 6.65%
23,835 $3.26 Million
Q1 2024

Apr 25, 2024

BUY
$139.08 - $161.22 $327,811 - $379,995
2,357 Added 10.17%
25,532 $3.79 Million
Q1 2024

Apr 19, 2024

SELL
$139.08 - $161.22 $170,512 - $197,655
-1,226 Reduced 5.02%
23,175 $3.44 Million
Q4 2023

Jan 29, 2024

SELL
$134.83 - $162.94 $325,344 - $393,174
-2,413 Reduced 9.0%
24,401 $3.84 Million
Q3 2023

Oct 19, 2023

BUY
$151.9 - $188.34 $221,166 - $274,223
1,456 Added 5.74%
26,814 $4.18 Million
Q2 2023

Jul 14, 2023

SELL
$166.61 - $196.03 $266,409 - $313,451
-1,599 Reduced 5.93%
25,358 $4.55 Million
Q1 2023

Apr 17, 2023

BUY
$173.82 - $193.99 $281,066 - $313,681
1,617 Added 6.38%
26,957 $5.23 Million
Q4 2022

Feb 09, 2023

BUY
$159.14 - $190.36 $309,209 - $369,869
1,943 Added 8.3%
25,340 $4.41 Million
Q3 2022

Oct 31, 2022

BUY
$161.54 - $208.05 $5,653 - $7,281
35 Added 0.15%
23,397 $3.78 Million
Q2 2022

Aug 03, 2022

SELL
$167.39 - $206.64 $79,677 - $98,360
-476 Reduced 2.0%
23,362 $4.26 Million
Q1 2022

Apr 28, 2022

BUY
$194.83 - $232.11 $246,070 - $293,154
1,263 Added 5.59%
23,838 $5.11 Million
Q4 2021

Jan 07, 2022

SELL
$178.42 - $218.07 $224,630 - $274,550
-1,259 Reduced 5.28%
22,575 $4.84 Million
Q3 2021

Nov 02, 2021

SELL
$182.1 - $214.26 $125,466 - $147,625
-689 Reduced 2.81%
23,834 $4.34 Million
Q2 2021

Jul 22, 2021

BUY
$171.28 - $217.5 $85,640 - $108,750
500 Added 2.08%
24,523 $5.1 Million
Q1 2021

Apr 12, 2021

BUY
$155.0 - $169.99 $234,360 - $257,024
1,512 Added 6.72%
24,023 $4.08 Million
Q4 2020

Feb 11, 2021

BUY
$155.78 - $176.54 $45,643 - $51,726
293 Added 1.32%
22,511 $3.79 Million
Q3 2020

Oct 28, 2020

SELL
$113.76 - $168.9 $66,549 - $98,806
-585 Reduced 2.57%
22,218 $3.7 Million
Q2 2020

Jul 20, 2020

SELL
$90.0 - $111.18 $1,170 - $1,445
-13 Reduced 0.06%
22,803 $2.53 Million
Q1 2020

Apr 13, 2020

BUY
$86.17 - $118.61 $15,165 - $20,875
176 Added 0.78%
22,816 $2.25 Million
Q4 2019

Jan 24, 2020

BUY
$112.74 - $124.3 $61,781 - $68,116
548 Added 2.48%
22,640 $2.65 Million
Q3 2019

Oct 15, 2019

SELL
$101.62 - $122.85 $38,412 - $46,437
-378 Reduced 1.68%
22,092 $2.65 Million
Q2 2019

Jul 10, 2019

SELL
$92.92 - $114.49 $31,871 - $39,270
-343 Reduced 1.5%
22,470 $2.32 Million
Q1 2019

Apr 12, 2019

BUY
$94.45 - $112.13 $93,883 - $111,457
994 Added 4.56%
22,813 $2.55 Million
Q4 2018

Jan 30, 2019

SELL
$89.89 - $118.78 $42,428 - $56,064
-472 Reduced 2.12%
21,819 $2.13 Million
Q3 2018

Nov 01, 2018

BUY
$105.76 - $124.66 $10,893 - $12,839
103 Added 0.46%
22,291 $2.38 Million
Q2 2018

Aug 14, 2018

BUY
$103.84 - $118.34 $22,325 - $25,443
215 Added 0.98%
22,188 $2.62 Million
Q1 2018

Apr 12, 2018

BUY
$101.66 - $134.09 $100,643 - $132,749
990 Added 4.72%
21,973 $2.3 Million
Q4 2017

Feb 09, 2018

BUY
$112.55 - $123.72 $238,043 - $261,667
2,115 Added 11.21%
20,983 $2.5 Million
Q3 2017

Nov 14, 2017

BUY
$110.17 - $120.09 $2.08 Million - $2.27 Million
18,868
18,868 $2.27 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 $96.4B
  • 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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