United Parcel Service shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 37k | 148.62 |
| 2023-12-31 | $1.9M | 12k | 157.25 |
| 2023-09-30 | $4.9M | 31k | 155.87 |
| 2023-06-30 | $5.5M | 31k | 179.26 |
| 2023-03-31 | $5.9M | 31k | 193.98 |
| 2022-06-30 | $3.0M | 16k | 182.57 |
| 2022-03-31 | $5.7M | 27k | 214.48 |
| 2020-06-30 | $2.6M | 23k | 111.19 |
| 2020-03-31 | $2.8M | 30k | 93.42 |
| 2019-12-31 | $2.4M | 20k | 117.06 |
| 2019-09-30 | $2.3M | 20k | 116.48 |
| 2019-06-30 | $2.0M | 19k | 103.25 |
More positions owned by Beacon Harbor Wealth Advisors
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