United Parcel Service shares owned by LVW Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $449k | 3.6k | 126.09 |
| 2024-09-30 | $615k | 4.5k | 136.33 |
| 2024-06-30 | $704k | 5.1k | 136.85 |
| 2024-03-31 | $1.5M | 10k | 148.63 |
| 2023-12-31 | $1.3M | 8.2k | 157.23 |
| 2023-09-30 | $685k | 4.4k | 155.85 |
| 2023-06-30 | $205k | 1.1k | 179.19 |
| 2023-03-31 | $805k | 4.1k | 193.98 |
| 2022-12-31 | $836k | 4.8k | 173.84 |
| 2022-09-30 | $833k | 5.2k | 161.47 |
| 2022-06-30 | $989k | 5.4k | 182.47 |
| 2022-03-31 | $1.2M | 5.4k | 214.40 |
| 2021-12-31 | $1.2M | 5.5k | 214.26 |
| 2021-09-30 | $936k | 5.1k | 182.14 |
| 2021-06-30 | $830k | 4.0k | 207.86 |
| 2021-03-31 | $656k | 3.9k | 170.04 |
| 2020-12-31 | $410k | 2.4k | 168.24 |
| 2020-09-30 | $295k | 1.8k | 166.38 |
| 2020-06-30 | $370k | 3.3k | 111.08 |
| 2020-03-31 | $370k | 4.0k | 93.39 |
| 2019-12-31 | $357k | 3.0k | 117.16 |
| 2019-09-30 | $388k | 3.2k | 119.86 |
| 2019-06-30 | $270k | 2.6k | 103.21 |
| 2019-03-31 | $581k | 5.2k | 111.75 |
| 2018-12-31 | $358k | 3.7k | 97.41 |
| 2018-09-30 | $1.2M | 11k | 116.74 |
| 2018-06-30 | $1.1M | 11k | 106.26 |
| 2018-03-31 | $1.1M | 11k | 104.69 |