United Parcel Service shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $7.6M | 55k | 136.85 |
| 2024-03-31 | $7.9M | 53k | 148.63 |
| 2023-12-31 | $7.6M | 48k | 157.23 |
| 2023-09-30 | $6.8M | 48k | 141.85 |
| 2023-06-30 | $9.1M | 51k | 179.25 |
| 2023-03-31 | $9.8M | 51k | 193.99 |
| 2022-12-31 | $8.7M | 50k | 173.84 |
| 2022-09-30 | $8.2M | 49k | 166.48 |
| 2022-06-30 | $10M | 54k | 187.91 |
| 2022-03-31 | $12M | 54k | 214.45 |
| 2021-12-31 | $11M | 48k | 217.29 |
| 2021-09-30 | $8.3M | 46k | 182.10 |
| 2021-06-30 | $9.4M | 45k | 207.98 |
| 2021-03-31 | $7.4M | 44k | 168.40 |
| 2020-12-31 | $7.3M | 44k | 166.63 |
| 2020-09-30 | $7.1M | 45k | 159.55 |
| 2020-06-30 | $9.3M | 81k | 114.47 |
| 2020-03-31 | $7.8M | 81k | 95.68 |
| 2019-12-31 | $5.3M | 46k | 114.93 |
| 2019-09-30 | $5.6M | 48k | 116.02 |
| 2019-06-30 | $4.5M | 44k | 103.26 |
| 2019-03-31 | $4.8M | 42k | 114.35 |
| 2018-12-31 | $3.9M | 40k | 97.52 |
| 2018-09-30 | $5.5M | 47k | 115.75 |
| 2018-06-30 | $4.0M | 38k | 104.66 |
| 2018-03-31 | $4.1M | 39k | 104.66 |
| 2017-12-31 | $230k | 1.9k | 119.36 |
| 2017-09-30 | $228k | 1.9k | 119.94 |
| 2017-06-30 | $210k | 1.9k | 110.47 |
| 2017-03-31 | $204k | 1.9k | 107.31 |
| 2016-12-31 | $219k | 1.9k | 114.54 |
| 2016-09-30 | $208k | 1.9k | 109.42 |
| 2016-06-30 | $206k | 1.9k | 107.52 |
| 2016-03-31 | $219k | 2.1k | 105.59 |
| 2015-09-30 | $177k | 1.8k | 98.33 |
| 2015-06-30 | $174k | 1.8k | 96.67 |
| 2015-03-31 | $179k | 1.8k | 99.44 |
| 2014-12-31 | $200k | 1.8k | 111.11 |
More positions owned by Summit Financial Wealth Advisors
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