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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.2k | 50 | 83.54 |
| 2025-06-30 | $5.0k | 50 | 100.94 |
| 2025-03-31 | $5.5k | 50 | 110.00 |
| 2024-12-31 | $6.3k | 50 | 126.10 |
| 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 |