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 csv
Download as Excel
Quarterly reported holdings in United Parcel Service by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 6.6k | 83.53 |
| 2025-06-30 | $639k | 6.3k | 100.94 |
| 2025-03-31 | $869k | 7.9k | 109.99 |
| 2024-12-31 | $995k | 7.9k | 126.09 |
| 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 |