United Parcel Service shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 2.5k | 83.52 |
| 2025-06-30 | $204k | 2.0k | 100.93 |
| 2025-03-31 | $233k | 2.1k | 109.99 |
| 2024-12-31 | $268k | 2.1k | 126.08 |
| 2024-09-30 | $223k | 1.6k | 136.32 |
| 2024-06-30 | $226k | 1.7k | 136.85 |
| 2024-03-31 | $241k | 1.6k | 148.59 |
| 2023-12-31 | $255k | 1.6k | 157.23 |
| 2023-09-30 | $404k | 2.6k | 155.87 |
| 2023-06-30 | $464k | 2.6k | 179.25 |
| 2023-03-31 | $702k | 3.6k | 193.99 |
| 2022-12-31 | $610k | 3.5k | 173.84 |
| 2022-09-30 | $534k | 3.4k | 159.36 |
| 2022-06-30 | $614k | 3.4k | 182.52 |
| 2022-03-31 | $714k | 3.3k | 214.35 |
| 2021-12-31 | $727k | 3.4k | 214.45 |
| 2021-09-30 | $666k | 3.7k | 182.22 |
| 2021-06-30 | $739k | 3.6k | 208.05 |
| 2021-03-31 | $660k | 3.9k | 170.02 |
| 2020-12-31 | $654k | 3.9k | 168.47 |
| 2020-09-30 | $348k | 2.1k | 166.43 |
| 2013-03-31 | $1.0k | 20 | 50.00 |
| 2012-12-31 | $1.0k | 20 | 50.00 |
| 2011-12-31 | $1.0k | 20 | 50.00 |
| 2011-09-30 | $1.0k | 20 | 50.00 |
| 2011-03-31 | $1.0k | 20 | 50.00 |
| 2010-12-31 | $1.0k | 20 | 50.00 |