United Parcel Service shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $945k | 6.9k | 136.35 |
2024-06-30 | $211k | 1.5k | 136.87 |
2024-03-31 | $228k | 1.5k | 148.61 |
2023-12-31 | $234k | 1.5k | 157.21 |
2023-09-30 | $337k | 2.2k | 155.85 |
2023-06-30 | $398k | 2.2k | 179.28 |
2023-03-31 | $440k | 2.3k | 194.00 |
2022-12-31 | $398k | 2.3k | 173.81 |
2022-09-30 | $379k | 2.3k | 161.41 |