United Parcel Service shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $46k | 469 | 98.08 |
| 2025-09-30 | $36k | 434 | 82.95 |
| 2025-06-30 | $11k | 113 | 97.35 |
| 2024-12-31 | $56k | 451 | 124.17 |
| 2024-09-30 | $4.0k | 36 | 111.11 |
| 2024-06-30 | $3.0k | 24 | 125.00 |
| 2024-03-31 | $28k | 187 | 149.73 |
| 2023-12-31 | $11k | 68 | 161.76 |
| 2023-09-30 | $5.8k | 44 | 131.58 |
| 2023-06-30 | $4.0k | 24 | 166.67 |
| 2023-03-31 | $999 | 7 | 142.86 |
| 2022-12-31 | $999 | 7 | 142.86 |
| 2022-09-30 | $999 | 7 | 142.86 |
| 2022-06-30 | $999 | 7 | 142.86 |
| 2020-12-31 | $17k | 98 | 173.47 |
| 2020-09-30 | $16k | 98 | 163.27 |
| 2020-06-30 | $11k | 97 | 113.40 |
| 2020-03-31 | $9.0k | 97 | 92.78 |
More positions owned by Efficient Wealth Management
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