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United Parcel Service shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $165k 1.1k 157.23
2023-09-30 $164k 1.1k 155.87
2023-06-30 $188k 1.1k 179.25
2023-03-31 $378k 2.0k 193.99
2022-12-31 $339k 2.0k 173.84
2022-09-30 $315k 2.0k 161.54
2022-06-30 $1.4M 7.4k 182.55
2022-03-31 $1.6M 7.5k 214.50
2021-12-31 $1.7M 7.9k 214.39
2021-09-30 $1.4M 7.5k 182.17
2021-06-30 $1.9M 9.1k 207.93
2021-03-31 $1.5M 8.6k 169.99
2020-12-31 $1.7M 10k 168.42
2020-09-30 $1.2M 6.9k 166.64
2020-06-30 $170k 1.5k 111.48
2020-03-31 $152k 1.6k 93.54
2019-12-31 $15k 125 120.00
2019-09-30 $15k 125 120.00
2019-06-30 $13k 125 104.00
2019-03-31 $14k 125 112.00
2018-12-31 $12k 125 96.00
2018-09-30 $248k 2.1k 116.71
2018-06-30 $49k 460 106.52
2018-03-31 $44k 425 103.53
2017-12-31 $74k 625 118.40
2017-09-30 $75k 625 120.00
2017-06-30 $69k 625 110.40
2017-03-31 $67k 626 107.03
2016-12-31 $72k 625 115.20
2016-09-30 $68k 625 108.80
2016-06-30 $46k 425 108.24
2016-03-31 $45k 425 105.88
2015-12-31 $46k 475 96.84
2015-09-30 $47k 475 98.95
2015-06-30 $50k 515 97.09
2015-03-31 $53k 545 97.25
2014-12-31 $64k 575 111.30
2014-09-30 $57k 575 99.13
2014-06-30 $75k 735 102.04
2014-03-31 $72k 735 97.96