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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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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