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United Parcel Service shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $92k 584 157.19
2023-09-30 $91k 584 155.76
2023-06-30 $99k 553 179.36
2023-03-31 $93k 479 194.03
2022-12-31 $85k 491 173.79
2021-12-31 $99k 463 213.82