United Parcel Service shares owned by LWM Advisory Services
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $215k | 1.4k | 157.23 |
| 2023-09-30 | $213k | 1.4k | 155.87 |
| 2023-06-30 | $245k | 1.4k | 179.25 |
| 2023-03-31 | $265k | 1.4k | 193.99 |
| 2022-12-31 | $234k | 1.3k | 173.84 |
| 2022-09-30 | $315k | 2.0k | 161.54 |
| 2022-06-30 | $315k | 1.7k | 182.61 |