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
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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 |
|---|---|---|---|
| 2025-09-30 | $982k | 12k | 83.53 |
| 2025-06-30 | $1.3M | 13k | 100.94 |
| 2025-03-31 | $1.2M | 11k | 109.99 |
| 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 |