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United Parcel Service shares owned by HB Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in United Parcel Service

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All positions including United Parcel Service held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 33k 136.34
2024-06-30 $5.0M 37k 136.85
2024-03-31 $5.8M 39k 148.63
2023-12-31 $6.3M 40k 157.23
2023-09-30 $6.4M 41k 155.87
2023-06-30 $7.0M 39k 179.25
2023-03-31 $6.6M 34k 193.99
2022-12-31 $6.7M 39k 173.84
2022-09-30 $3.3M 21k 161.54
2022-06-30 $4.9M 27k 182.54
2022-03-31 $5.0M 23k 214.44
2021-12-31 $2.9M 14k 214.32