United Parcel Service shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 45k | 83.53 |
| 2025-06-30 | $3.2M | 32k | 99.72 |
| 2025-03-31 | $557k | 5.4k | 102.31 |
| 2024-12-31 | $796k | 6.3k | 126.11 |
| 2024-09-30 | $676k | 5.0k | 136.35 |
| 2024-06-30 | $328k | 2.4k | 136.78 |
| 2023-06-30 | $1.7M | 9.3k | 179.24 |
| 2023-03-31 | $1.2M | 6.3k | 193.95 |
| 2022-03-31 | $635k | 3.0k | 214.38 |
| 2021-09-30 | $691k | 3.8k | 182.23 |