United Parcel Service shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $109k | 800 | 136.34 |
| 2024-06-30 | $110k | 800 | 136.85 |
| 2024-03-31 | $156k | 1.1k | 148.63 |
| 2023-12-31 | $165k | 1.1k | 157.23 |
| 2023-09-30 | $164k | 1.1k | 155.87 |
| 2023-06-30 | $188k | 1.1k | 179.25 |
| 2023-03-31 | $378k | 2.0k | 193.99 |
| 2022-12-31 | $339k | 2.0k | 173.84 |
| 2022-09-30 | $315k | 2.0k | 161.54 |
| 2022-06-30 | $1.4M | 7.4k | 182.55 |
| 2022-03-31 | $1.6M | 7.5k | 214.50 |
| 2021-12-31 | $1.7M | 7.9k | 214.39 |
| 2021-09-30 | $1.4M | 7.5k | 182.17 |
| 2021-06-30 | $1.9M | 9.1k | 207.93 |
| 2021-03-31 | $1.5M | 8.6k | 169.99 |
| 2020-12-31 | $1.7M | 10k | 168.42 |
| 2020-09-30 | $1.2M | 6.9k | 166.64 |
| 2020-06-30 | $170k | 1.5k | 111.48 |
| 2020-03-31 | $152k | 1.6k | 93.54 |
| 2019-12-31 | $15k | 125 | 120.00 |
| 2019-09-30 | $15k | 125 | 120.00 |
| 2019-06-30 | $13k | 125 | 104.00 |
| 2019-03-31 | $14k | 125 | 112.00 |
| 2018-12-31 | $12k | 125 | 96.00 |
| 2018-09-30 | $248k | 2.1k | 116.71 |
| 2018-06-30 | $49k | 460 | 106.52 |
| 2018-03-31 | $44k | 425 | 103.53 |
| 2017-12-31 | $74k | 625 | 118.40 |
| 2017-09-30 | $75k | 625 | 120.00 |
| 2017-06-30 | $69k | 625 | 110.40 |
| 2017-03-31 | $67k | 626 | 107.03 |
| 2016-12-31 | $72k | 625 | 115.20 |
| 2016-09-30 | $68k | 625 | 108.80 |
| 2016-06-30 | $46k | 425 | 108.24 |
| 2016-03-31 | $45k | 425 | 105.88 |
| 2015-12-31 | $46k | 475 | 96.84 |
| 2015-09-30 | $47k | 475 | 98.95 |
| 2015-06-30 | $50k | 515 | 97.09 |
| 2015-03-31 | $53k | 545 | 97.25 |
| 2014-12-31 | $64k | 575 | 111.30 |
| 2014-09-30 | $57k | 575 | 99.13 |
| 2014-06-30 | $75k | 735 | 102.04 |
| 2014-03-31 | $72k | 735 | 97.96 |
More positions owned by Mark Sheptoff Financial Planning
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