United Parcel Service shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $637k | 6.3k | 100.93 |
| 2025-03-31 | $1.2M | 11k | 109.99 |
| 2024-12-31 | $1.1M | 8.9k | 126.10 |
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