United Parcel Service shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in United Parcel Service
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All positions including United Parcel Service held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.0M | 7.5k | 136.86 |
2024-03-31 | $1.2M | 8.2k | 148.62 |
2023-12-31 | $1.3M | 8.5k | 157.23 |
2023-09-30 | $1.6M | 10k | 155.87 |
2023-06-30 | $1.9M | 11k | 179.24 |
2023-03-31 | $2.1M | 11k | 193.99 |
2022-12-31 | $1.9M | 11k | 173.83 |
2022-09-30 | $1.7M | 11k | 161.53 |
2022-06-30 | $2.0M | 11k | 182.52 |
2022-03-31 | $2.2M | 10k | 214.49 |
2021-12-31 | $2.2M | 11k | 214.39 |
2021-09-30 | $1.9M | 10k | 182.09 |
2021-06-30 | $2.1M | 10k | 208.01 |
2021-03-31 | $1.7M | 10k | 169.97 |
2020-12-31 | $2.2M | 13k | 168.41 |
2020-09-30 | $2.1M | 13k | 166.64 |
2020-06-30 | $1.5M | 13k | 111.20 |
2020-03-31 | $1.7M | 18k | 93.41 |
2019-12-31 | $3.0M | 26k | 117.04 |
2019-09-30 | $3.2M | 27k | 119.81 |
2019-06-30 | $2.0M | 20k | 103.29 |
2019-03-31 | $2.2M | 20k | 111.73 |
2018-12-31 | $1.0M | 11k | 97.49 |
2018-09-30 | $2.1M | 18k | 116.75 |
2018-06-30 | $1.9M | 17k | 106.21 |
2018-03-31 | $595k | 5.4k | 110.84 |
2017-12-31 | $691k | 5.8k | 119.16 |
2017-09-30 | $703k | 5.9k | 120.17 |
2017-06-30 | $602k | 5.4k | 110.66 |
2017-03-31 | $389k | 3.6k | 107.22 |
2016-12-31 | $254k | 2.2k | 114.62 |
2016-09-30 | $215k | 2.0k | 109.58 |
2013-12-31 | $211k | 2.0k | 104.87 |