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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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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