United Parcel Service shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Octavia Wealth Advisors 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 Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $940k | 11k | 83.53 |
| 2025-06-30 | $819k | 8.1k | 100.94 |
| 2025-03-31 | $1.0M | 9.4k | 109.99 |
| 2024-12-31 | $1.0M | 8.0k | 126.10 |
| 2024-09-30 | $639k | 4.7k | 136.34 |
| 2024-06-30 | $465k | 3.4k | 136.85 |
| 2024-03-31 | $524k | 3.5k | 148.63 |
| 2023-12-31 | $587k | 3.7k | 157.23 |
| 2023-09-30 | $587k | 3.8k | 155.89 |
| 2023-06-30 | $552k | 3.1k | 179.25 |
| 2023-03-31 | $620k | 3.2k | 193.99 |
| 2022-12-31 | $542k | 3.1k | 173.84 |
| 2022-09-30 | $504k | 3.1k | 161.64 |
| 2022-06-30 | $567k | 3.1k | 183.08 |
| 2022-03-31 | $663k | 3.1k | 214.49 |
| 2021-12-31 | $637k | 3.0k | 214.33 |
| 2021-09-30 | $547k | 3.0k | 181.73 |
| 2021-06-30 | $631k | 3.0k | 208.11 |
| 2021-03-31 | $477k | 2.8k | 170.11 |
| 2020-12-31 | $532k | 3.2k | 168.46 |