United Parcel Service shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in United Parcel Service
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All positions including United Parcel Service held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $388k | 3.9k | 99.19 |
| 2025-09-30 | $298k | 3.6k | 83.53 |
| 2025-06-30 | $255k | 2.5k | 100.94 |
| 2025-03-31 | $213k | 1.9k | 109.99 |
| 2023-03-31 | $12k | 61 | 196.72 |
| 2022-12-31 | $11k | 61 | 180.33 |
| 2022-09-30 | $10k | 61 | 163.93 |
| 2022-06-30 | $11k | 61 | 180.33 |
| 2022-03-31 | $13k | 62 | 209.68 |
| 2021-12-31 | $56k | 263 | 212.93 |
| 2021-09-30 | $48k | 263 | 182.51 |
| 2021-06-30 | $55k | 263 | 209.13 |
| 2021-03-31 | $53k | 310 | 170.97 |
| 2020-12-31 | $52k | 310 | 167.74 |
| 2020-09-30 | $52k | 310 | 167.74 |
| 2020-06-30 | $34k | 310 | 109.68 |
| 2020-03-31 | $29k | 310 | 93.55 |
| 2019-12-31 | $52k | 445 | 116.85 |
| 2019-09-30 | $53k | 445 | 119.10 |
| 2019-06-30 | $46k | 445 | 103.37 |
| 2019-03-31 | $50k | 445 | 112.36 |
| 2018-12-31 | $43k | 445 | 96.63 |