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United Parcel Service shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8k 50 136.34
2024-06-30 $6.8k 50 136.86
2024-03-31 $7.4k 50 148.62
2023-12-31 $7.9k 50 157.22
2023-09-30 $7.8k 50 155.86
2023-06-30 $28k 158 179.25
2023-03-31 $9.7k 50 194.00
2022-12-31 $9.0k 50 180.00
2022-09-30 $8.0k 50 160.00
2022-06-30 $9.0k 50 180.00
2022-03-31 $11k 50 220.00
2021-12-31 $11k 50 220.00
2021-09-30 $9.0k 50 180.00
2021-06-30 $22k 108 203.70
2021-03-31 $18k 108 166.67
2020-12-31 $18k 108 166.67
2020-09-30 $8.0k 50 160.00
2020-06-30 $6.0k 50 120.00
2020-03-31 $5.0k 50 100.00
2019-12-31 $6.0k 50 120.00