United Parcel Service shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 18k | 148.63 |
| 2023-12-31 | $2.9M | 19k | 157.23 |
| 2023-09-30 | $3.1M | 20k | 155.87 |
| 2023-06-30 | $3.7M | 21k | 179.25 |
| 2023-03-31 | $4.0M | 21k | 193.99 |
| 2022-12-31 | $3.4M | 20k | 173.84 |
| 2022-09-30 | $2.7M | 17k | 161.55 |
| 2022-06-30 | $2.0M | 11k | 182.56 |
| 2022-03-31 | $2.4M | 11k | 214.50 |
| 2021-12-31 | $4.1M | 19k | 214.36 |
| 2021-09-30 | $3.5M | 19k | 182.09 |
| 2021-06-30 | $4.0M | 19k | 207.97 |
| 2021-03-31 | $3.2M | 19k | 169.99 |
| 2020-12-31 | $3.4M | 20k | 168.38 |
| 2020-09-30 | $3.4M | 20k | 166.64 |
| 2020-06-30 | $2.3M | 20k | 111.20 |
| 2020-03-31 | $2.0M | 21k | 93.41 |
| 2019-12-31 | $2.3M | 19k | 117.04 |
| 2019-09-30 | $2.3M | 19k | 119.81 |
| 2019-06-30 | $2.0M | 19k | 103.28 |
| 2019-03-31 | $2.2M | 19k | 111.73 |
| 2018-12-31 | $1.9M | 19k | 97.54 |
| 2018-09-30 | $2.2M | 19k | 116.74 |
| 2018-06-30 | $2.0M | 19k | 106.22 |