United Parcel Service shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.1M | 12k | 179.25 |
| 2023-03-31 | $2.3M | 12k | 193.98 |
| 2022-12-31 | $2.0M | 12k | 173.85 |
| 2022-09-30 | $76k | 471 | 161.36 |
| 2022-06-30 | $86k | 471 | 182.59 |
| 2022-03-31 | $107k | 501 | 213.57 |
| 2021-12-31 | $131k | 610 | 214.75 |
| 2021-09-30 | $55k | 300 | 183.33 |
| 2021-06-30 | $57k | 272 | 209.56 |
| 2021-03-31 | $46k | 272 | 169.12 |
| 2020-12-31 | $46k | 272 | 169.12 |
| 2020-09-30 | $45k | 272 | 165.44 |
| 2020-06-30 | $30k | 268 | 111.94 |
| 2020-03-31 | $47k | 503 | 93.44 |
| 2019-12-31 | $130k | 1.1k | 117.01 |
| 2019-09-30 | $108k | 900 | 120.00 |
| 2019-06-30 | $114k | 1.1k | 103.64 |
| 2019-03-31 | $123k | 1.1k | 111.82 |
| 2018-12-31 | $107k | 1.1k | 97.27 |
| 2018-09-30 | $105k | 900 | 116.67 |
| 2018-06-30 | $96k | 908 | 105.73 |
More positions owned by BerganKDV Wealth Management
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