United Parcel Service shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 73k | 148.63 |
| 2023-12-31 | $8.5M | 54k | 157.23 |
| 2023-09-30 | $10M | 66k | 155.87 |
| 2023-06-30 | $12M | 64k | 179.25 |
| 2023-03-31 | $12M | 63k | 193.99 |
| 2022-12-31 | $10M | 59k | 173.84 |
| 2022-09-30 | $9.4M | 58k | 161.56 |
| 2022-06-30 | $10M | 56k | 182.55 |
| 2022-03-31 | $12M | 56k | 214.45 |
| 2021-12-31 | $12M | 55k | 214.34 |
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