United Parcel Service shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29k | 210 | 136.53 |
| 2024-06-30 | $36k | 264 | 136.80 |
| 2024-03-31 | $167k | 1.1k | 148.58 |
| 2023-12-31 | $327k | 2.1k | 157.27 |
| 2023-09-30 | $441k | 2.8k | 155.89 |
| 2023-06-30 | $529k | 2.9k | 180.57 |
| 2023-03-31 | $531k | 3.0k | 179.83 |
| 2022-12-31 | $527k | 3.3k | 161.66 |
| 2022-09-30 | $527k | 3.3k | 161.66 |
| 2022-06-30 | $595k | 3.3k | 182.57 |
| 2022-03-31 | $708k | 3.3k | 214.55 |
| 2021-12-31 | $114k | 530 | 215.09 |
| 2021-09-30 | $97k | 530 | 183.02 |
| 2021-03-31 | $500k | 2.9k | 170.01 |
| 2020-12-31 | $312k | 1.9k | 168.65 |
| 2019-09-30 | $1.3M | 11k | 119.83 |
| 2019-06-30 | $1.1M | 11k | 103.24 |
| 2019-03-31 | $1.2M | 11k | 111.71 |
| 2018-12-31 | $768k | 7.9k | 97.57 |
| 2018-09-30 | $998k | 8.5k | 116.77 |
| 2018-06-30 | $667k | 6.3k | 106.29 |
| 2018-03-31 | $361k | 3.5k | 104.55 |
| 2017-12-31 | $151k | 1.3k | 116.15 |
| 2017-03-31 | $43k | 400 | 107.50 |
| 2016-12-31 | $46k | 400 | 115.00 |