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United Parcel Service shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 13k 126.10
2024-09-30 $2.0M 14k 136.34
2024-06-30 $1.4M 10k 136.85
2022-06-30 $212k 1.2k 182.13
2022-03-31 $201k 937 214.51
2021-12-31 $201k 936 214.74
2020-06-30 $368k 3.3k 110.94
2020-03-31 $309k 3.3k 93.18