United Parcel Service shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 12k | 136.33 |
| 2024-06-30 | $1.8M | 13k | 136.85 |
| 2024-03-31 | $1.6M | 11k | 148.63 |
| 2023-12-31 | $1.5M | 9.3k | 157.23 |
| 2023-09-30 | $1.3M | 8.5k | 155.87 |
| 2023-06-30 | $1.4M | 8.0k | 179.25 |
| 2023-03-31 | $1.4M | 7.2k | 193.99 |
| 2022-12-31 | $964k | 5.5k | 173.83 |
| 2022-09-30 | $899k | 5.6k | 161.49 |
| 2022-06-30 | $1.4M | 7.0k | 204.41 |
| 2022-03-31 | $1.1M | 5.2k | 214.34 |
| 2021-12-31 | $1.1M | 5.3k | 214.26 |
More positions owned by Confluence Wealth Services
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