TrinityPoint Wealth »

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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
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