United Parcel Service shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 6.6k | 83.53 |
| 2025-06-30 | $821k | 8.1k | 100.94 |
| 2025-03-31 | $1.1M | 9.7k | 109.99 |
| 2024-12-31 | $1.3M | 10k | 126.10 |
| 2024-09-30 | $1.8M | 13k | 136.34 |
| 2024-06-30 | $1.8M | 13k | 136.85 |
| 2024-03-31 | $1.9M | 13k | 148.63 |
| 2023-12-31 | $2.0M | 13k | 157.23 |
| 2023-09-30 | $2.0M | 13k | 155.88 |
| 2023-06-30 | $2.3M | 13k | 179.25 |
| 2023-03-31 | $2.5M | 13k | 193.99 |
| 2022-12-31 | $2.3M | 13k | 173.84 |
| 2022-09-30 | $2.1M | 13k | 161.53 |
| 2022-06-30 | $2.4M | 13k | 182.55 |
| 2022-03-31 | $2.9M | 14k | 214.46 |
| 2021-12-31 | $2.9M | 13k | 214.35 |
| 2021-09-30 | $2.4M | 13k | 182.08 |
| 2021-06-30 | $2.8M | 13k | 207.94 |
| 2021-03-31 | $2.2M | 13k | 169.99 |
| 2020-12-31 | $2.1M | 12k | 168.41 |
| 2020-09-30 | $1.6M | 9.6k | 166.60 |
| 2020-06-30 | $1.0M | 9.3k | 111.23 |
| 2020-03-31 | $837k | 9.0k | 93.39 |
| 2019-12-31 | $1.2M | 10k | 117.03 |
| 2019-09-30 | $1.2M | 10k | 119.81 |
| 2019-06-30 | $1.1M | 11k | 103.26 |
| 2019-03-31 | $1.3M | 12k | 111.72 |
| 2018-09-30 | $1.3M | 11k | 117.32 |
| 2018-06-30 | $1.2M | 11k | 106.56 |
| 2018-03-31 | $1.2M | 11k | 113.12 |
| 2017-12-31 | $1.4M | 11k | 119.15 |
| 2017-09-30 | $1.3M | 11k | 119.92 |
| 2017-06-30 | $1.2M | 11k | 110.20 |
More positions owned by Institute For Wealth Management
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