United Parcel Service shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 3.5k | 83.53 |
| 2025-06-30 | $329k | 3.3k | 100.94 |
| 2025-03-31 | $358k | 3.3k | 109.99 |
| 2024-12-31 | $428k | 3.4k | 126.10 |
| 2024-09-30 | $462k | 3.4k | 136.34 |
| 2024-06-30 | $529k | 4.3k | 124.50 |
| 2024-03-31 | $627k | 4.3k | 147.48 |
| 2023-12-31 | $742k | 4.7k | 157.23 |
| 2023-09-30 | $736k | 4.7k | 155.87 |
| 2023-06-30 | $911k | 5.1k | 179.25 |
| 2023-03-31 | $986k | 5.1k | 193.99 |
| 2022-12-31 | $922k | 5.3k | 173.84 |
| 2022-09-30 | $877k | 5.4k | 161.51 |
| 2022-06-30 | $1.0M | 5.5k | 182.48 |
| 2022-03-31 | $1.2M | 5.5k | 214.42 |
| 2021-12-31 | $1.2M | 5.5k | 214.42 |
| 2021-09-30 | $998k | 5.5k | 182.12 |
| 2021-06-30 | $1.1M | 5.5k | 207.99 |
| 2021-03-31 | $908k | 5.3k | 170.01 |
| 2020-12-31 | $820k | 4.9k | 168.34 |
| 2020-09-30 | $838k | 5.0k | 166.57 |
| 2020-06-30 | $561k | 5.0k | 111.20 |
| 2020-03-31 | $529k | 5.7k | 93.36 |
| 2019-12-31 | $725k | 6.2k | 117.11 |
| 2019-09-30 | $862k | 7.2k | 119.79 |
| 2019-06-30 | $855k | 8.3k | 103.25 |
| 2019-03-31 | $1.1M | 9.9k | 111.70 |
| 2018-12-31 | $1.1M | 11k | 97.51 |
| 2018-09-30 | $1.6M | 14k | 116.74 |
| 2018-06-30 | $1.5M | 14k | 106.20 |
| 2018-03-31 | $1.4M | 13k | 104.69 |
| 2017-12-31 | $1.6M | 13k | 119.12 |
| 2017-09-30 | $1.4M | 12k | 120.12 |
| 2017-06-30 | $1.1M | 10k | 110.59 |
| 2017-03-31 | $1.0M | 9.8k | 106.69 |
| 2016-12-31 | $1.1M | 9.8k | 114.67 |
| 2016-09-30 | $976k | 8.9k | 109.36 |
| 2016-06-30 | $961k | 8.9k | 107.68 |
| 2016-03-31 | $914k | 8.6k | 105.73 |
| 2015-12-31 | $832k | 8.6k | 96.24 |
More positions owned by FRG Family Wealth Advisors
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