United Parcel Service shares owned by GoalVest Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $926k | 9.3k | 99.19 |
| 2025-03-31 | $11k | 103 | 109.99 |
| 2024-12-31 | $13k | 103 | 126.10 |
| 2024-09-30 | $23k | 167 | 136.34 |
| 2024-06-30 | $23k | 167 | 136.85 |
| 2024-03-31 | $25k | 167 | 148.63 |
| 2023-12-31 | $34k | 217 | 157.23 |
| 2023-09-30 | $31k | 199 | 155.87 |
| 2023-06-30 | $40k | 208 | 193.72 |
| 2023-03-31 | $40k | 208 | 193.99 |
| 2022-12-31 | $41k | 234 | 173.84 |
| 2022-09-30 | $46k | 284 | 161.97 |
| 2022-06-30 | $775k | 4.2k | 184.61 |
| 2022-03-31 | $910k | 4.2k | 214.42 |
| 2021-06-30 | $883k | 4.2k | 208.06 |
| 2021-03-31 | $678k | 4.0k | 169.92 |
| 2020-12-31 | $608k | 3.6k | 168.47 |