United Parcel Service shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in United Parcel Service
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All positions including United Parcel Service held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $433k | 3.2k | 136.25 |
2024-06-30 | $464k | 4.3k | 106.81 |
2024-03-31 | $525k | 3.5k | 148.56 |
2023-12-31 | $612k | 3.7k | 163.51 |
2023-09-30 | $600k | 3.9k | 155.72 |
2023-06-30 | $699k | 3.9k | 179.27 |
2023-03-31 | $795k | 4.1k | 194.01 |
2022-09-30 | $675k | 4.2k | 161.37 |
2022-06-30 | $730k | 4.0k | 182.45 |
2022-03-31 | $832k | 3.9k | 214.49 |
2021-12-31 | $851k | 4.0k | 214.30 |
2021-09-30 | $830k | 4.5k | 182.96 |
2021-06-30 | $794k | 3.8k | 207.91 |
2021-03-31 | $401k | 2.6k | 156.27 |
2020-12-31 | $401k | 2.6k | 156.27 |
2020-09-30 | $535k | 3.2k | 166.51 |
2020-06-30 | $282k | 2.5k | 111.33 |
2020-03-31 | $234k | 2.4k | 97.70 |
2019-12-31 | $274k | 2.3k | 116.89 |
2019-09-30 | $291k | 2.4k | 119.95 |
2019-06-30 | $333k | 3.2k | 103.19 |
2019-03-31 | $248k | 2.2k | 111.61 |
2018-12-31 | $219k | 2.2k | 97.55 |