United Parcel Service shares owned by Defined Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Defined Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $398k | 2.9k | 136.34 |
2024-06-30 | $467k | 3.4k | 136.85 |
2024-03-31 | $533k | 3.6k | 148.63 |
2023-12-31 | $565k | 3.6k | 157.23 |
2023-09-30 | $555k | 3.6k | 155.87 |
2023-06-30 | $638k | 3.6k | 179.25 |
2023-03-31 | $690k | 3.6k | 193.99 |
2022-12-31 | $618k | 3.6k | 173.84 |
2022-09-30 | $574k | 3.6k | 161.42 |
2022-06-30 | $649k | 3.6k | 182.51 |
2022-03-31 | $763k | 3.6k | 214.57 |
2021-12-31 | $762k | 3.6k | 214.29 |
2021-09-30 | $648k | 3.6k | 182.23 |
2021-06-30 | $733k | 3.5k | 207.94 |
2021-03-31 | $599k | 3.5k | 169.93 |
2020-12-31 | $594k | 3.5k | 168.51 |