Core Wealth Advisors »

United Parcel Service shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $21k 137 155.88
2023-06-30 $25k 137 179.26
2023-03-31 $10k 52 194.00
2022-12-31 $9.0k 52 173.85
2022-09-30 $1.0k 5 200.00
2022-06-30 $1.0k 5 200.00
2022-03-31 $1.0k 5 200.00
2021-12-31 $7.0k 31 225.81
2021-09-30 $6.0k 31 193.55
2021-06-30 $17k 81 209.88
2021-03-31 $5.0k 31 161.29
2020-12-31 $5.0k 31 161.29
2020-09-30 $5.0k 31 161.29
2020-06-30 $1.0k 5 200.00
2020-03-31 $4.0k 43 93.02
2019-12-31 $1.0k 5 200.00