United Parcel Service shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Foster Victor 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 Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $580k | 4.4k | 133.01 |
| 2024-06-30 | $506k | 3.4k | 147.34 |
| 2024-03-31 | $223k | 1.5k | 149.00 |
| 2023-12-31 | $4.7M | 30k | 159.92 |
| 2023-09-30 | $4.3M | 28k | 154.27 |
| 2023-06-30 | $4.7M | 26k | 179.97 |
| 2023-03-31 | $4.7M | 25k | 190.61 |
| 2022-12-31 | $4.2M | 24k | 178.95 |
| 2022-09-30 | $3.6M | 22k | 165.58 |
| 2022-06-30 | $3.6M | 19k | 185.17 |
| 2022-03-31 | $3.0M | 16k | 194.38 |
| 2021-12-31 | $2.9M | 14k | 211.18 |
| 2021-09-30 | $2.3M | 13k | 182.12 |
| 2021-06-30 | $2.5M | 12k | 207.93 |
| 2021-03-31 | $2.2M | 12k | 179.45 |
| 2020-12-31 | $1.8M | 11k | 168.41 |
| 2020-09-30 | $1.7M | 10k | 166.60 |
| 2020-06-30 | $1.5M | 14k | 111.21 |
| 2020-03-31 | $1.1M | 11k | 100.59 |
| 2019-12-31 | $1.1M | 9.6k | 116.65 |
| 2019-09-30 | $900k | 7.8k | 115.59 |
| 2019-06-30 | $530k | 5.2k | 101.90 |
| 2019-03-31 | $764k | 6.8k | 111.81 |
| 2018-12-31 | $611k | 6.3k | 97.46 |
More positions owned by Foster Victor Wealth Advisors
View all positions for Foster Victor Wealth Advisors