United Parcel Service shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Waller Financial Planning Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 14k | 136.34 |
2024-06-30 | $1.9M | 14k | 136.85 |
2024-03-31 | $2.0M | 14k | 148.63 |
2023-12-31 | $2.1M | 14k | 157.23 |
2023-09-30 | $2.1M | 14k | 155.87 |
2023-06-30 | $2.4M | 14k | 179.25 |
2023-03-31 | $2.6M | 14k | 193.99 |
2022-12-31 | $2.4M | 14k | 173.84 |
2022-09-30 | $2.2M | 14k | 161.54 |
2022-06-30 | $2.5M | 14k | 182.51 |
2022-03-31 | $2.9M | 14k | 214.43 |
2021-12-31 | $3.1M | 14k | 214.32 |
2021-09-30 | $2.7M | 15k | 182.13 |
2021-06-30 | $3.1M | 15k | 207.95 |
2020-06-30 | $465k | 4.2k | 111.22 |
More positions owned by Waller Financial Planning Group
View all positions for Waller Financial Planning Group