United Parcel Service shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $717k | 5.7k | 126.10 |
| 2024-09-30 | $724k | 5.3k | 136.34 |
| 2024-06-30 | $1.0M | 7.4k | 136.85 |
| 2024-03-31 | $1.2M | 7.8k | 148.62 |
| 2023-12-31 | $1.7M | 11k | 157.23 |
| 2023-09-30 | $4.8M | 31k | 155.87 |
| 2023-06-30 | $5.7M | 32k | 179.25 |
| 2023-03-31 | $6.2M | 32k | 193.99 |
| 2022-12-31 | $5.6M | 32k | 173.84 |
| 2022-09-30 | $5.1M | 31k | 161.54 |
| 2022-06-30 | $5.8M | 32k | 182.53 |
| 2022-03-31 | $7.2M | 34k | 214.47 |
| 2021-12-31 | $6.7M | 31k | 214.35 |
| 2021-09-30 | $5.7M | 32k | 182.09 |
| 2021-06-30 | $4.2M | 20k | 208.00 |
| 2021-03-31 | $3.4M | 20k | 169.97 |
| 2020-12-31 | $3.3M | 20k | 161.41 |
| 2020-09-30 | $3.4M | 20k | 166.65 |
| 2020-06-30 | $2.3M | 21k | 111.20 |
| 2020-03-31 | $1.9M | 20k | 93.41 |
| 2019-03-31 | $336k | 3.0k | 111.78 |
| 2018-12-31 | $264k | 2.7k | 97.56 |