United Parcel Service shares owned by Forum Financial Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $758k | 7.7k | 98.38 |
| 2025-12-31 | $716k | 7.2k | 99.19 |
| 2025-09-30 | $328k | 3.9k | 83.53 |
| 2025-06-30 | $530k | 5.3k | 100.94 |
| 2025-03-31 | $603k | 5.5k | 109.99 |
| 2024-12-31 | $535k | 4.2k | 126.10 |
| 2024-09-30 | $412k | 3.0k | 136.34 |
| 2024-06-30 | $413k | 3.0k | 136.85 |
| 2024-03-31 | $425k | 2.9k | 148.63 |
| 2023-12-31 | $448k | 2.8k | 157.23 |
| 2023-09-30 | $746k | 4.8k | 155.87 |
| 2023-06-30 | $859k | 4.8k | 179.25 |
| 2023-03-31 | $843k | 4.3k | 193.99 |
| 2022-12-31 | $738k | 4.2k | 173.84 |
| 2022-09-30 | $658k | 4.1k | 161.63 |
| 2022-06-30 | $710k | 3.9k | 182.52 |
| 2022-03-31 | $877k | 4.1k | 214.32 |
| 2021-12-31 | $778k | 3.6k | 214.33 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management