HB Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by HB Wealth Management

Quarter filed Position value Share count Share price at filing
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