United Parcel Service shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $878k | 9.8k | 89.22 |
| 2025-06-30 | $877k | 10k | 87.18 |
| 2025-03-31 | $978k | 10k | 94.20 |
| 2024-12-31 | $1.2M | 11k | 111.90 |
| 2024-09-30 | $1.5M | 12k | 133.00 |
| 2024-06-30 | $1.5M | 12k | 129.03 |
| 2024-03-31 | $1.7M | 12k | 147.39 |
| 2023-12-31 | $1.9M | 12k | 156.58 |
| 2023-09-30 | $1.8M | 12k | 146.93 |
| 2023-06-30 | $2.3M | 13k | 180.94 |
| 2023-03-31 | $2.1M | 12k | 171.58 |
| 2022-12-31 | $2.2M | 12k | 182.09 |
| 2022-09-30 | $2.0M | 12k | 165.56 |
| 2022-06-30 | $2.3M | 12k | 185.39 |
| 2022-03-31 | $2.3M | 12k | 190.97 |
| 2021-12-31 | $2.4M | 12k | 201.96 |
| 2021-09-30 | $2.5M | 12k | 209.34 |
| 2021-06-30 | $2.4M | 12k | 210.58 |
| 2021-03-31 | $2.4M | 12k | 194.14 |
| 2020-12-31 | $1.9M | 12k | 156.28 |
| 2020-09-30 | $2.1M | 13k | 166.67 |
| 2020-06-30 | $1.8M | 14k | 123.69 |
| 2020-03-31 | $1.3M | 14k | 96.12 |
| 2019-12-31 | $1.4M | 12k | 114.89 |
| 2019-09-30 | $1.2M | 10k | 115.25 |
| 2019-06-30 | $1.0M | 10k | 102.27 |
| 2019-03-31 | $1.0M | 9.2k | 111.79 |
| 2018-12-31 | $947k | 9.7k | 97.48 |
| 2018-09-30 | $1.2M | 11k | 116.69 |
| 2018-06-30 | $1.2M | 11k | 109.52 |
| 2018-03-31 | $1.1M | 11k | 102.66 |
| 2017-12-31 | $1.3M | 11k | 119.13 |
| 2017-09-30 | $1.3M | 11k | 120.02 |
| 2017-06-30 | $928k | 8.4k | 110.50 |
| 2017-03-31 | $890k | 8.3k | 107.25 |
| 2016-12-31 | $897k | 7.8k | 114.53 |
| 2016-09-30 | $819k | 7.5k | 109.24 |
| 2016-06-30 | $821k | 7.6k | 107.73 |
| 2016-03-31 | $402k | 3.8k | 105.35 |
| 2012-03-31 | $484k | 6.0k | 80.53 |
| 2011-12-31 | $450k | 6.2k | 73.05 |
More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management
View all positions for Carlton, Hoffferkamp & Jenks Wealth Management