UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 210,665 Value ($000) $20,896 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 168,805 Value ($000) $14,100 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 172,169 Value ($000) $17,379 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 160,379 Value ($000) $17,640 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 150,428 Value ($000) $18,969 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 84,935 Value ($000) $11,580 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 85,219 Value ($000) $11,662 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 83,344 Value ($000) $12,387 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 6,416 Value ($000) $1,009 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 6,455 Value ($000) $1,006 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 2,553 Value ($000) $458 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 2,443 Value ($000) $474 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 2,489 Value ($000) $433 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 2,470 Value ($000) $399 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 1,212 Value ($000) $221 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 1,345 Value ($000) $288 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 1,352 Value ($000) $289 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 1,560 Value ($000) $333 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 1,505 Value ($000) $292 Avg Close $164.16 Range $138.21 - $179.76
Q1 2021
Shares 1,160 Value ($000) $248 Avg Close $131.98 Range $125.90 - $139.99
Q3 2020
Shares 1,345 Value ($000) $211 Avg Close $117.34 Range $90.83 - $139.06
Q2 2020
Shares 1,375 Value ($000) $219 Avg Close $79.74 Range $70.25 - $90.00
Q3 2018
Shares 1,771 Value ($000) $207 Avg Close $88.44 Range $78.57 - $94.36
Q4 2017
Shares 568 Value ($000) $68 Avg Close $86.27 Range $81.68 - $92.19
Q3 2015
Shares 250 Value ($000) $25 Avg Close $67.80 Range $64.39 - $71.18
Q2 2015
Shares 250 Value ($000) $24 Avg Close $67.72 Range $64.42 - $70.34
Q1 2015
Shares 250 Value ($000) $24 Avg Close $69.40 Range $65.39 - $77.12
Q4 2014
Shares 250 Value ($000) $28 Avg Close $70.93 Range $63.01 - $76.24
Q3 2014
Shares 66 Value ($000) $6 Avg Close $66.34 Range $63.12 - $69.92
Q2 2014
Shares 66 Value ($000) $7 Avg Close $66.59 Range $63.08 - $69.39
Q1 2014
Shares 66 Value ($000) $6 Avg Close $64.17 Range $61.16 - $68.85
Q4 2013
Shares 1,139 Value ($000) $120 Avg Close $64.45 Range $57.69 - $69.15
Q3 2013
Shares 1,073 Value ($000) $98 Avg Close $57.13 Range $55.21 - $60.08