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United Parcel Service shares owned by FRG Family Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by FRG Family Wealth Advisors from 13F filings

Historical chart of FRG Family Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $627k 4.3k 147.48
2023-12-31 $742k 4.7k 157.23
2023-09-30 $736k 4.7k 155.87
2023-06-30 $911k 5.1k 179.25
2023-03-31 $986k 5.1k 193.99
2022-12-31 $922k 5.3k 173.84
2022-09-30 $877k 5.4k 161.51
2022-06-30 $1.0M 5.5k 182.48
2022-03-31 $1.2M 5.5k 214.42
2021-12-31 $1.2M 5.5k 214.42
2021-09-30 $998k 5.5k 182.12
2021-06-30 $1.1M 5.5k 207.99
2021-03-31 $908k 5.3k 170.01
2020-12-31 $820k 4.9k 168.34
2020-09-30 $838k 5.0k 166.57
2020-06-30 $561k 5.0k 111.20
2020-03-31 $529k 5.7k 93.36
2019-12-31 $725k 6.2k 117.11
2019-09-30 $862k 7.2k 119.79
2019-06-30 $855k 8.3k 103.25
2019-03-31 $1.1M 9.9k 111.70
2018-12-31 $1.1M 11k 97.51
2018-09-30 $1.6M 14k 116.74
2018-06-30 $1.5M 14k 106.20
2018-03-31 $1.4M 13k 104.69
2017-12-31 $1.6M 13k 119.12
2017-09-30 $1.4M 12k 120.12
2017-06-30 $1.1M 10k 110.59
2017-03-31 $1.0M 9.8k 106.69
2016-12-31 $1.1M 9.8k 114.67
2016-09-30 $976k 8.9k 109.36
2016-06-30 $961k 8.9k 107.68
2016-03-31 $914k 8.6k 105.73
2015-12-31 $832k 8.6k 96.24