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
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 2.6k | 83.52 |
| 2025-06-30 | $268k | 2.7k | 100.95 |
| 2025-03-31 | $293k | 2.7k | 109.97 |
| 2024-12-31 | $395k | 3.1k | 126.10 |
| 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 |