United Parcel Service shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $427k | 3.1k | 136.35 |
| 2024-06-30 | $429k | 3.1k | 136.86 |
| 2024-03-31 | $871k | 5.9k | 148.63 |
| 2023-09-30 | $240k | 1.5k | 155.87 |
| 2023-06-30 | $285k | 1.6k | 179.25 |
| 2023-03-31 | $309k | 1.6k | 193.99 |
| 2022-12-31 | $332k | 1.9k | 173.84 |
| 2022-09-30 | $308k | 1.9k | 161.34 |
| 2020-12-31 | $80k | 478 | 167.36 |