United Parcel Service shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Capital Advisors Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $540k | 3.6k | 148.65 |
2023-12-31 | $637k | 4.1k | 157.24 |
2023-09-30 | $635k | 4.1k | 155.89 |
2023-06-30 | $875k | 4.9k | 179.23 |
2023-03-31 | $901k | 4.6k | 194.01 |
2022-12-31 | $793k | 4.6k | 173.86 |
2022-09-30 | $719k | 4.5k | 161.50 |
2022-06-30 | $265k | 1.5k | 182.38 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management