United Parcel Service shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $519k | 3.3k | 155.86 |
| 2023-06-30 | $881k | 4.9k | 179.24 |
| 2023-03-31 | $951k | 4.9k | 193.98 |
| 2022-12-31 | $882k | 5.1k | 173.83 |
| 2022-09-30 | $772k | 4.8k | 161.44 |
| 2022-06-30 | $891k | 4.9k | 182.51 |
| 2022-03-31 | $1.0M | 4.8k | 214.42 |
| 2021-12-31 | $1.2M | 5.4k | 214.34 |
| 2021-09-30 | $789k | 4.3k | 182.05 |
| 2021-06-30 | $880k | 4.2k | 207.84 |
| 2021-03-31 | $837k | 3.9k | 214.29 |
| 2020-12-31 | $620k | 3.7k | 168.30 |
| 2020-09-30 | $518k | 3.1k | 166.61 |
| 2020-06-30 | $346k | 3.1k | 111.33 |
| 2020-03-31 | $525k | 5.6k | 93.38 |
| 2019-12-31 | $689k | 5.9k | 117.08 |
| 2019-09-30 | $704k | 5.9k | 119.83 |
| 2019-06-30 | $620k | 6.0k | 103.20 |
| 2019-03-31 | $674k | 6.0k | 111.72 |
| 2018-12-31 | $568k | 5.8k | 97.53 |
| 2018-09-30 | $720k | 6.2k | 116.73 |
| 2018-06-30 | $647k | 6.1k | 106.20 |
| 2018-03-31 | $657k | 6.3k | 104.73 |
| 2017-12-31 | $845k | 7.1k | 119.08 |
| 2017-09-30 | $963k | 8.0k | 120.15 |
| 2017-06-30 | $887k | 8.0k | 110.53 |
| 2017-03-31 | $776k | 7.2k | 107.36 |
| 2016-12-31 | $588k | 5.1k | 114.69 |
| 2016-09-30 | $561k | 5.1k | 109.42 |
| 2016-06-30 | $496k | 4.6k | 107.83 |
| 2016-03-31 | $437k | 4.1k | 105.38 |
| 2015-12-31 | $352k | 3.7k | 96.20 |
| 2015-09-30 | $328k | 3.3k | 98.74 |
| 2015-06-30 | $324k | 3.3k | 97.01 |
| 2015-03-31 | $332k | 3.4k | 96.96 |