SUMMIT FINANCIAL WEALTH ADVISORS, LLC – United Parcel Service, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$8.18M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.59% | -5.21K shares | -2.03M | $161.54 | 49.15K |
| Q2 2022 | share | Increase | +1.51% | 807 shares | -1.27M | $182.54 | 54.36K |
| Q1 2022 | share | Increase | +10.65% | 5.15K shares | 968K | $214.46 | 53.56K |
| Q4 2021 | share | Increase | +5.94% | 2.71K shares | 2.19M | $213.9 | 48.40K |
| Q3 2021 | share | Increase | +0.91% | 410 shares | -1.09M | $181.21 | 45.69K |
| Q2 2021 | share | Increase | +2.42% | 1.06K shares | 1.97M | $205.87 | 45.28K |
| Q1 2021 | share | Increase | +0.90% | 394 shares | 144K | $167.47 | 44.21K |
| Q4 2020 | share | Decrease | -2.15% | -962 shares | 157K | $164.85 | 43.82K |
| Q3 2020 | share | Decrease | -44.97% | -36.59K shares | -2.17M | $162.12 | 44.78K |
| Q2 2020 | share | Increase | +0.17% | 140 shares | 1.54M | $107.49 | 81.37K |
| Q1 2020 | share | Increase | +75.00% | 34.81K shares | 2.43M | $89.38 | 81.23K |
| Q4 2019 | share | Decrease | -3.07% | -1.46K shares | -221K | $110.86 | 46.42K |
| Q3 2019 | share | Increase | +9.01% | 3.96K shares | 1.02M | $112.6 | 47.88K |
| Q2 2019 | share | Increase | +4.13% | 1.74K shares | -288K | $96.25 | 43.92K |
| Q1 2019 | share | Increase | +6.00% | 2.38K shares | 943K | $103.15 | 42.18K |
| Q4 2018 | share | Decrease | -15.80% | -7.46K shares | -1.59M | $89.26 | 39.79K |
| Q3 2018 | share | Increase | +25.02% | 9.45K shares | 1.51M | $105.97 | 47.26K |
| Q2 2018 | share | Decrease | -2.70% | -1.05K shares | -110K | $95.71 | 37.80K |
| Q1 2018 | share | Increase | +1916.50% | 36.93K shares | 3.83M | $93.56 | 38.85K |
| Q4 2017 | share | Increase | +1.37% | 26 shares | 2K | $105.6 | 1.92K |
| Q3 2017 | share | 0.00% | 0 shares | 18K | $105.66 | 1.90K | |
| Q2 2017 | share | 0.00% | 0 shares | 6K | $96.58 | 1.90K | |
| Q1 2017 | share | Decrease | -0.58% | -11 shares | -15K | $92.97 | 1.90K |
| Q4 2016 | share | Increase | +0.58% | 11 shares | 11K | $98.56 | 1.91K |
| Q3 2016 | share | Decrease | -0.78% | -15 shares | 2K | $93.38 | 1.90K |
| Q2 2016 | share | Decrease | -7.62% | -158 shares | -13K | $91.33 | 1.91K |
| Q1 2016 | share | Increase | 0.00% | 2.07K shares | 219K | $88.74 | 2.07K |