United Parcel Service shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in United Parcel Service
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All positions including United Parcel Service held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $204k | 2.1k | 99.17 |
| 2025-06-30 | $2.9k | 29 | 100.93 |
| 2024-12-31 | $3.7M | 30k | 126.11 |
| 2024-09-30 | $4.4M | 33k | 133.27 |
| 2024-06-30 | $295k | 2.2k | 135.96 |
| 2023-12-31 | $400k | 2.5k | 157.23 |
| 2023-09-30 | $500k | 3.2k | 155.89 |
| 2023-06-30 | $568k | 3.2k | 179.26 |
| 2023-03-31 | $557k | 84k | 6.63 |
| 2022-12-31 | $470k | 2.7k | 176.75 |
| 2022-09-30 | $372k | 2.3k | 161.46 |
| 2022-06-30 | $884k | 4.8k | 182.57 |
| 2022-03-31 | $1.1M | 5.0k | 214.49 |
| 2021-12-31 | $1.0M | 4.8k | 214.37 |
| 2021-09-30 | $913k | 5.0k | 182.31 |
| 2021-06-30 | $993k | 4.8k | 207.91 |
| 2021-03-31 | $327k | 1.9k | 169.96 |
| 2020-12-31 | $325k | 1.9k | 168.66 |
| 2020-09-30 | $339k | 2.0k | 166.67 |
| 2019-12-31 | $244k | 2.1k | 117.08 |
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