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United Parcel Service shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 1.5k 157.19
2023-09-30 $222k 1.4k 155.91
2023-06-30 $269k 1.5k 179.26
2023-03-31 $311k 1.6k 193.97
2022-12-31 $256k 1.5k 173.80
2022-09-30 $248k 1.5k 161.35
2022-06-30 $278k 1.5k 182.30
2022-03-31 $343k 1.6k 214.64
2021-12-31 $301k 1.4k 214.39
2021-09-30 $291k 1.6k 182.10
2021-06-30 $284k 1.4k 207.60
2021-03-31 $238k 1.4k 170.24
2020-12-31 $242k 1.4k 168.76
2020-09-30 $182k 1.1k 166.97
2020-06-30 $118k 1.1k 111.64
2020-03-31 $105k 1.1k 93.25
2019-12-31 $107k 910 117.58
2019-09-30 $103k 863 119.35
2019-06-30 $103k 996 103.41
2019-03-31 $128k 1.1k 111.60
2018-12-31 $89k 908 98.02
2018-09-30 $108k 927 116.50
2018-06-30 $105k 992 105.85
2018-03-31 $79k 755 104.64
2017-12-31 $90k 755 119.21
2017-09-30 $91k 755 120.53
2017-06-30 $93k 844 110.19
2017-03-31 $137k 1.3k 107.62
2016-12-31 $157k 1.4k 114.35
2016-09-30 $139k 1.3k 109.19
2016-06-30 $137k 1.3k 107.62
2016-03-31 $134k 1.3k 105.26
2015-12-31 $123k 1.3k 96.39
2015-09-30 $85k 859 98.95
2015-06-30 $83k 859 96.62
2015-03-31 $31k 323 95.98
2014-12-31 $43k 391 109.97
2014-09-30 $32k 321 99.69
2014-06-30 $33k 321 102.80
2014-03-31 $64k 661 96.82
2013-12-31 $69k 661 104.39
2013-09-30 $71k 779 91.14
2013-06-30 $78k 907 86.00
2013-03-31 $57k 661 86.23
2012-12-31 $24k 321 74.77