United Parcel Service shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 5.1k | 83.54 |
| 2025-06-30 | $630k | 6.2k | 100.95 |
| 2025-03-31 | $705k | 6.4k | 110.00 |
| 2024-12-31 | $1.0M | 8.0k | 126.11 |
| 2024-09-30 | $1.1M | 8.2k | 136.34 |
| 2024-06-30 | $1.4M | 10k | 136.85 |
| 2024-03-31 | $2.0M | 13k | 148.63 |
| 2023-12-31 | $2.3M | 15k | 157.23 |
| 2023-09-30 | $2.7M | 17k | 155.87 |
| 2023-06-30 | $3.1M | 18k | 179.25 |
| 2023-03-31 | $3.7M | 19k | 193.99 |
| 2022-12-31 | $3.3M | 19k | 173.84 |
| 2022-09-30 | $3.1M | 19k | 161.56 |
| 2022-06-30 | $3.9M | 21k | 182.54 |
| 2022-03-31 | $4.2M | 19k | 214.47 |
| 2021-12-31 | $3.8M | 18k | 214.33 |
| 2021-09-30 | $3.0M | 17k | 182.11 |
| 2021-06-30 | $2.9M | 14k | 207.97 |
| 2021-03-31 | $2.3M | 14k | 170.00 |
| 2020-12-31 | $2.3M | 14k | 168.42 |
| 2020-09-30 | $293k | 1.8k | 166.67 |
| 2017-09-30 | $537k | 4.5k | 120.00 |
| 2017-06-30 | $624k | 5.6k | 110.64 |
| 2017-03-31 | $574k | 5.4k | 107.29 |
| 2016-12-31 | $604k | 5.3k | 114.61 |
| 2016-09-30 | $573k | 5.2k | 109.46 |
| 2016-06-30 | $564k | 5.2k | 107.74 |
| 2016-03-31 | $533k | 5.1k | 105.44 |
| 2015-12-31 | $460k | 4.8k | 96.23 |
| 2015-09-30 | $462k | 4.7k | 98.72 |
| 2015-06-30 | $479k | 4.9k | 96.87 |
| 2015-03-31 | $773k | 8.0k | 96.99 |
| 2014-12-31 | $846k | 7.6k | 111.11 |
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