United Parcel Service shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in United Parcel Service
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Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $241k | 1.8k | 136.37 |
2024-06-30 | $252k | 1.8k | 136.83 |
2024-03-31 | $268k | 1.8k | 148.64 |
2023-12-31 | $274k | 1.7k | 157.22 |
2023-09-30 | $266k | 1.7k | 155.85 |
2023-06-30 | $308k | 1.7k | 179.29 |
2023-03-31 | $328k | 1.7k | 193.98 |
2022-12-31 | $294k | 1.7k | 173.80 |
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