United Parcel Service shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $952k | 7.0k | 136.34 |
| 2024-06-30 | $1.8M | 13k | 136.85 |
| 2024-03-31 | $2.0M | 13k | 148.63 |
| 2023-12-31 | $1.5M | 9.5k | 157.23 |
| 2023-09-30 | $1.4M | 8.9k | 155.86 |
| 2023-06-30 | $1.0M | 5.7k | 179.26 |
| 2023-03-31 | $833k | 4.3k | 194.01 |
| 2022-12-31 | $564k | 3.2k | 173.85 |
| 2022-09-30 | $604k | 3.7k | 161.67 |
| 2022-06-30 | $683k | 3.7k | 182.43 |
| 2022-03-31 | $834k | 3.9k | 214.56 |
| 2021-12-31 | $813k | 3.8k | 214.23 |
| 2021-09-30 | $302k | 1.7k | 182.15 |
| 2021-06-30 | $577k | 2.8k | 208.08 |
| 2021-03-31 | $515k | 3.0k | 169.97 |
| 2020-12-31 | $255k | 1.5k | 168.65 |