United Parcel Service shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $36k | 244 | 148.39 |
| 2023-12-31 | $2.1k | 12 | 173.92 |
| 2023-09-30 | $37k | 239 | 155.87 |
| 2023-06-30 | $1.6k | 9 | 179.33 |
| 2023-03-31 | $12k | 60 | 194.00 |
| 2022-12-31 | $2.1k | 12 | 173.92 |
| 2022-09-30 | $1.3k | 8 | 161.63 |
| 2022-06-30 | $1.1k | 6 | 182.67 |
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