United Parcel Service shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 46k | 148.63 |
| 2023-12-31 | $7.0M | 44k | 157.23 |
| 2023-09-30 | $6.8M | 44k | 155.87 |
| 2023-06-30 | $7.7M | 43k | 179.25 |
| 2023-03-31 | $8.2M | 43k | 193.99 |
| 2022-12-31 | $7.2M | 42k | 173.84 |
| 2022-09-30 | $6.7M | 41k | 161.53 |
| 2022-06-30 | $7.6M | 42k | 182.54 |
| 2021-03-31 | $1.8M | 10k | 169.95 |
| 2020-12-31 | $1.8M | 11k | 168.42 |
| 2020-09-30 | $1.8M | 11k | 166.67 |
| 2020-06-30 | $6.6M | 60k | 111.19 |
| 2020-03-31 | $5.3M | 57k | 93.41 |
| 2019-12-31 | $6.0M | 51k | 117.06 |
| 2019-09-30 | $5.9M | 49k | 119.83 |
| 2019-06-30 | $5.1M | 49k | 103.27 |
| 2019-03-31 | $5.0M | 45k | 111.75 |
| 2018-12-31 | $4.2M | 43k | 97.54 |
| 2018-09-30 | $4.9M | 42k | 116.76 |
| 2018-06-30 | $4.8M | 45k | 106.23 |
| 2018-03-31 | $4.6M | 44k | 104.67 |
| 2017-12-31 | $562k | 4.7k | 119.14 |
| 2017-09-30 | $1.1M | 8.9k | 120.09 |
| 2017-06-30 | $554k | 5.0k | 110.62 |
| 2017-03-31 | $250k | 2.3k | 107.43 |
| 2016-12-31 | $254k | 2.2k | 114.52 |
| 2016-09-30 | $243k | 2.2k | 109.56 |
| 2016-06-30 | $293k | 2.7k | 107.76 |
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