Rockbridge Investment Management, Lcc United Parcel Service Inc Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$134.83 - $162.94 $56,628 - $68,434	420 Added 205.88%	624 $98.1 Million
Q3 2022 May 28, 2024	SELL	$161.54 - $208.05 $20,030 - $25,798	-124 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$167.39 - $206.64 $13,391 - $16,531	-80 Reduced 39.22%	124 $22,000
Q1 2022 May 28, 2024	BUY	$194.83 - $232.11 $39,745 - $47,350	204 New	204 $43,000
Q1 2021 May 20, 2021	SELL	$155.0 - $169.99 $35,030 - $38,417	-226 Reduced 52.56%	204 $35,000
Q3 2020 Nov 03, 2020	SELL	$113.76 - $168.9 $1,251 - $1,857	-11 Reduced 2.49%	430 $72,000
Q2 2020 Aug 20, 2020	BUY	$90.0 - $111.18 $39,690 - $49,030	441 New	441 $49,000

2,446

510M

14.9M

12.9M

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $92B
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 ...

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.