United Parcel Service shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in United Parcel Service
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All positions including United Parcel Service held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Heartwood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $390k | 2.5k | 157.23 |
2023-09-30 | $402k | 2.6k | 155.87 |
2023-06-30 | $394k | 2.2k | 179.25 |
2023-03-31 | $249k | 1.3k | 193.99 |
2022-12-31 | $200k | 1.2k | 173.84 |
2022-03-31 | $213k | 994 | 214.29 |