A detailed history of Robertson Stephens Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,931 shares of UPS stock, worth $664,797. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,931
Previous 7,893 37.53%
Holding current value
$664,797
Previous $1.08 Million 37.78%
% of portfolio
0.02%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$123.32 - $147.38 $365,273 - $436,539
-2,962 Reduced 37.53%
4,931 $672,000
Q2 2024

Aug 13, 2024

SELL
$134.2 - $152.27 $95,416 - $108,263
-711 Reduced 8.26%
7,893 $1.08 Million
Q1 2024

May 15, 2024

BUY
$139.08 - $161.22 $69,957 - $81,093
503 Added 6.21%
8,604 $1.28 Million
Q4 2023

Feb 06, 2024

BUY
$134.83 - $162.94 $327,097 - $395,292
2,426 Added 42.75%
8,101 $1.27 Million
Q3 2023

Nov 13, 2023

BUY
$151.9 - $188.34 $123,039 - $152,555
810 Added 16.65%
5,675 $884,000
Q2 2023

Aug 11, 2023

SELL
$166.61 - $196.03 $78,973 - $92,918
-474 Reduced 8.88%
4,865 $872,000
Q1 2023

May 11, 2023

BUY
$173.82 - $193.99 $573,953 - $640,554
3,302 Added 162.1%
5,339 $1.04 Million
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $8,434 - $10,089
53 Added 2.67%
2,037 $354,000
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $117,439 - $151,252
-727 Reduced 26.82%
1,984 $320,000
Q2 2022

Aug 12, 2022

SELL
$167.39 - $206.64 $220,787 - $272,558
-1,319 Reduced 32.73%
2,711 $494,000
Q1 2022

May 16, 2022

SELL
$194.83 - $232.11 $226,782 - $270,176
-1,164 Reduced 22.41%
4,030 $864,000
Q4 2021

Feb 14, 2022

BUY
$178.42 - $218.07 $643,739 - $786,796
3,608 Added 227.49%
5,194 $1.11 Million
Q3 2021

Nov 10, 2021

SELL
$182.1 - $214.26 $32,049 - $37,709
-176 Reduced 9.99%
1,586 $288,000
Q2 2021

Aug 17, 2021

BUY
$171.28 - $217.5 $11,133 - $14,137
65 Added 3.83%
1,762 $366,000
Q1 2021

May 07, 2021

BUY
$155.0 - $169.99 $263,035 - $288,473
1,697 New
1,697 $288,000

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $98.4B
  • 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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.