Strategic Wealth Designers »

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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
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