United Parcel Service shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in United Parcel Service by Pacific Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $127k | 1.0k | 126.10 |
2024-09-30 | $140k | 1.0k | 136.34 |
2024-06-30 | $138k | 1.0k | 136.85 |
2024-03-31 | $150k | 1.0k | 148.63 |
2023-12-31 | $158k | 1.0k | 157.23 |
2022-06-30 | $203k | 1.1k | 182.88 |
2022-03-31 | $238k | 1.1k | 214.41 |
2021-12-31 | $216k | 1.0k | 214.50 |
2021-06-30 | $209k | 1.0k | 207.55 |
2020-09-30 | $168k | 1.0k | 166.83 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors