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United Parcel Service shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $390k 2.5k 157.23
2023-09-30 $402k 2.6k 155.87
2023-06-30 $394k 2.2k 179.25
2023-03-31 $249k 1.3k 193.99
2022-12-31 $200k 1.2k 173.84
2022-03-31 $213k 994 214.29