United Parcel Service shares owned by Concorde Asset Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $287k | 2.9k | 99.20 |
| 2024-03-31 | $333k | 637 | 522.88 |
| 2022-03-31 | $208k | 970 | 214.43 |
| 2021-12-31 | $208k | 970 | 214.43 |
| 2021-06-30 | $340k | 1.0k | 333.33 |
| 2020-09-30 | $214k | 1.3k | 166.67 |
| 2019-06-30 | $225k | 2.2k | 102.43 |
| 2019-03-31 | $242k | 2.2k | 111.70 |
| 2018-12-31 | $216k | 2.2k | 98.68 |
| 2018-09-30 | $218k | 1.9k | 114.58 |
| 2018-06-30 | $206k | 1.9k | 108.11 |
| 2018-03-31 | $229k | 2.0k | 116.28 |
| 2017-12-31 | $228k | 1.9k | 121.95 |
| 2017-09-30 | $232k | 1.9k | 120.18 |
| 2017-06-30 | $316k | 2.8k | 113.64 |
| 2017-03-31 | $333k | 3.1k | 106.56 |
| 2016-12-31 | $372k | 3.2k | 117.65 |
| 2016-09-30 | $345k | 3.2k | 109.24 |
| 2016-06-30 | $317k | 2.9k | 110.24 |