SOA Wealth Advisors »

United Parcel Service shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 7.9k 136.35
2024-06-30 $1.2M 9.0k 136.84
2024-03-31 $1.3M 9.0k 148.63
2023-12-31 $1.4M 9.0k 157.23
2023-09-30 $1.4M 9.0k 155.87
2023-06-30 $1.6M 9.0k 179.25
2023-03-31 $1.7M 9.0k 194.00
2022-12-31 $1.6M 9.1k 173.84
2022-09-30 $1.5M 9.1k 161.51
2022-06-30 $1.7M 9.1k 182.49
2022-03-31 $2.0M 9.1k 214.46
2021-12-31 $1.9M 8.7k 213.87
2021-09-30 $1.6M 8.7k 182.08
2021-06-30 $1.8M 8.6k 207.87
2021-03-31 $1.5M 8.6k 169.89
2020-12-31 $1.4M 8.6k 165.55