United Parcel Service shares owned by Burns Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 14k | 136.34 |
| 2024-06-30 | $2.1M | 15k | 136.85 |
| 2024-03-31 | $2.5M | 17k | 148.63 |
| 2023-09-30 | $2.6M | 17k | 155.87 |
| 2023-06-30 | $3.4M | 19k | 179.25 |
| 2023-03-31 | $3.4M | 18k | 193.99 |
| 2022-12-31 | $2.9M | 17k | 173.84 |
| 2022-09-30 | $2.4M | 15k | 161.54 |
| 2022-06-30 | $2.6M | 14k | 182.57 |
| 2022-03-31 | $3.1M | 14k | 214.46 |
| 2021-12-31 | $3.1M | 15k | 214.35 |
| 2021-09-30 | $2.5M | 14k | 182.13 |
| 2021-06-30 | $2.6M | 13k | 207.99 |
| 2021-03-31 | $2.4M | 14k | 170.00 |
| 2020-12-31 | $2.2M | 13k | 168.41 |
| 2020-09-30 | $4.1M | 25k | 166.59 |
| 2020-06-30 | $1.8M | 16k | 111.19 |
| 2019-12-31 | $262k | 2.2k | 117.07 |
| 2019-09-30 | $354k | 3.0k | 119.76 |
| 2019-06-30 | $4.2M | 41k | 103.26 |
| 2019-03-31 | $4.8M | 43k | 111.73 |
| 2018-12-31 | $4.7M | 48k | 97.54 |
| 2018-09-30 | $5.4M | 47k | 116.75 |
| 2018-06-30 | $5.0M | 47k | 106.23 |
| 2018-03-31 | $4.7M | 45k | 104.65 |
| 2017-12-31 | $5.2M | 44k | 119.15 |
| 2017-09-30 | $5.0M | 42k | 120.08 |
| 2017-06-30 | $4.5M | 41k | 110.60 |
| 2017-03-31 | $4.1M | 40k | 104.47 |
| 2016-12-31 | $4.5M | 39k | 114.63 |
| 2016-09-30 | $4.2M | 39k | 107.75 |
| 2016-06-30 | $4.2M | 39k | 107.73 |
| 2016-03-31 | $4.0M | 38k | 105.48 |
| 2015-12-31 | $3.3M | 36k | 91.66 |
| 2015-09-30 | $3.5M | 35k | 98.68 |
| 2015-03-31 | $3.5M | 36k | 96.15 |
| 2014-12-31 | $4.0M | 37k | 109.60 |
| 2014-09-30 | $3.6M | 37k | 98.28 |
| 2014-06-30 | $3.9M | 38k | 102.97 |
| 2014-03-31 | $3.9M | 40k | 97.36 |
| 2013-12-31 | $4.1M | 42k | 98.98 |
| 2013-09-30 | $4.3M | 43k | 100.30 |
| 2013-06-30 | $3.8M | 44k | 87.71 |
| 2013-03-31 | $3.9M | 45k | 85.84 |