Ritholtz Wealth Management United Parcel Service Inc Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in United Parcel Service Inc stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,857 shares of UPS stock, worth $375,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,857
Previous 2,929 2.46%
Holding current value
$375,324
Previous $400,000 2.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
SELL
$123.32 - $147.38 $8,879 - $10,611
-72 Reduced 2.46%
2,857 $389,000
Q2 2024

Jul 31, 2024
SELL
$134.2 - $152.27 $108,836 - $123,490
-811 Reduced 21.68%
2,929 $400,000
Q1 2024

Apr 24, 2024
SELL
$139.08 - $161.22 $417,935 - $484,466
-3,005 Reduced 44.55%
3,740 $555,000
Q4 2023

Jan 18, 2024
SELL
$134.83 - $162.94 $23,999 - $29,003
-178 Reduced 2.57%
6,745 $1.06 Million
Q3 2023

Oct 13, 2023
BUY
$151.9 - $188.34 $17,164 - $21,282
113 Added 1.66%
6,923 $1.08 Million
Q2 2023

Jul 14, 2023
BUY
$166.61 - $196.03 $83,638 - $98,407
502 Added 7.96%
6,810 $1.22 Million
Q1 2023

Apr 19, 2023
BUY
$173.82 - $193.99 $366,934 - $409,512
2,111 Added 50.3%
6,308 $1.22 Million
Q4 2022

Jan 18, 2023
SELL
$159.14 - $190.36 $740,955 - $886,316
-4,656 Reduced 52.59%
4,197 $0
Q3 2022

Oct 18, 2022
BUY
$161.54 - $208.05 $686,383 - $884,004
4,249 Added 92.29%
8,853 $1.43 Million
Q2 2022

Jul 15, 2022
BUY
$167.39 - $206.64 $65,784 - $81,209
393 Added 9.33%
4,604 $840,000
Q1 2022

Apr 14, 2022
BUY
$194.83 - $232.11 $114,560 - $136,480
588 Added 16.23%
4,211 $903,000
Q4 2021

Jan 18, 2022
BUY
$178.42 - $218.07 $112,583 - $137,602
631 Added 21.09%
3,623 $777,000
Q3 2021

Oct 14, 2021
BUY
$182.1 - $214.26 $8,012 - $9,427
44 Added 1.49%
2,992 $545,000
Q2 2021

Jul 20, 2021
SELL
$171.28 - $217.5 $30,145 - $38,280
-176 Reduced 5.63%
2,948 $613,000
Q1 2021

May 12, 2021
BUY
$155.0 - $169.99 $165,850 - $181,889
1,070 Added 52.09%
3,124 $531,000
Q4 2020

Jan 19, 2021
BUY
$155.78 - $176.54 $49,693 - $56,316
319 Added 18.39%
2,054 $346,000
Q3 2020

Oct 23, 2020
BUY
$113.76 - $168.9 $197,373 - $293,041
1,735 New
1,735 $289,000

Others Institutions Holding UPS

# of Institutions
2,445
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $95.8B
  • 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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