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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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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