UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 34,384 Value ($000) $3,411 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 35,558 Value ($000) $2,970 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 27,029 Value ($000) $2,728 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 30,627 Value ($000) $3,369 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 23,983 Value ($000) $3,024 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 25,913 Value ($000) $3,533 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 20,243 Value ($000) $2,770 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 10,475 Value ($000) $1,557 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 10,326 Value ($000) $1,624 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 12,423 Value ($000) $1,936 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 12,532 Value ($000) $2,246 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 8,908 Value ($000) $1,728 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 9,181 Value ($000) $1,596 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 9,338 Value ($000) $1,508,529 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 7,448 Value ($000) $1,359,563 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 7,371 Value ($000) $1,580,801 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 6,451 Value ($000) $1,382,782 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 4,687 Value ($000) $853,511 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 2,594 Value ($000) $539,474 Avg Close $164.16 Range $138.21 - $179.76