United Parcel Service shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $161k | 1.9k | 83.55 |
| 2025-06-30 | $224k | 2.2k | 100.95 |
| 2025-03-31 | $376k | 3.4k | 109.98 |
| 2024-12-31 | $468k | 3.7k | 126.12 |
| 2024-09-30 | $504k | 3.7k | 136.34 |
| 2024-06-30 | $524k | 3.8k | 136.84 |
| 2024-03-31 | $831k | 5.6k | 148.62 |
| 2023-12-31 | $973k | 6.2k | 157.23 |
| 2023-09-30 | $979k | 6.3k | 155.86 |
| 2023-06-30 | $931k | 5.2k | 179.24 |
| 2023-03-31 | $1.0M | 5.2k | 193.99 |
| 2022-12-31 | $904k | 5.2k | 173.85 |
| 2022-09-30 | $792k | 4.9k | 161.47 |
| 2022-06-30 | $895k | 4.9k | 182.50 |
| 2022-03-31 | $802k | 3.7k | 214.38 |
| 2021-12-31 | $804k | 3.7k | 214.37 |
| 2021-09-30 | $593k | 3.3k | 182.08 |
| 2021-06-30 | $717k | 3.4k | 207.99 |
| 2021-03-31 | $586k | 3.4k | 169.99 |
| 2020-12-31 | $581k | 3.4k | 168.45 |
| 2020-09-30 | $568k | 3.4k | 166.64 |
| 2020-06-30 | $389k | 56k | 6.95 |
| 2020-03-31 | $327k | 3.5k | 93.42 |
| 2019-12-31 | $436k | 3.7k | 117.07 |
| 2019-09-30 | $439k | 3.7k | 119.59 |
| 2019-06-30 | $378k | 3.7k | 103.27 |
| 2019-03-31 | $2.9M | 26k | 111.74 |
| 2018-12-31 | $2.0M | 20k | 97.53 |
| 2018-09-30 | $2.5M | 22k | 116.72 |
| 2018-06-30 | $2.1M | 20k | 106.10 |
| 2018-03-31 | $1.9M | 18k | 104.64 |
| 2017-12-31 | $1.9M | 16k | 118.92 |
| 2017-09-30 | $1.8M | 15k | 120.17 |
| 2017-06-30 | $1.6M | 14k | 110.91 |
| 2017-03-31 | $1.4M | 13k | 107.23 |
| 2016-12-31 | $1.3M | 11k | 114.55 |
| 2016-09-30 | $1.1M | 9.6k | 109.39 |
| 2016-06-30 | $884k | 8.2k | 107.40 |
| 2016-03-31 | $535k | 5.1k | 105.48 |
| 2015-12-31 | $376k | 3.9k | 96.02 |
| 2015-09-30 | $335k | 3.4k | 98.53 |
| 2015-06-30 | $292k | 3.0k | 97.01 |
| 2015-03-31 | $296k | 3.1k | 97.05 |
| 2014-12-31 | $372k | 3.4k | 111.04 |
| 2014-09-30 | $329k | 3.4k | 98.21 |
| 2014-06-30 | $341k | 3.3k | 102.93 |
| 2014-03-31 | $319k | 3.3k | 97.11 |
| 2013-12-31 | $345k | 3.3k | 105.02 |