United Parcel Service shares owned by Wealth Alliance
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $705k | 7.0k | 100.94 |
| 2025-03-31 | $759k | 6.9k | 109.99 |
| 2024-12-31 | $858k | 6.8k | 126.10 |
| 2024-09-30 | $1.0M | 7.4k | 136.34 |
| 2024-06-30 | $670k | 4.9k | 136.84 |
| 2024-03-31 | $1.6M | 11k | 148.63 |
| 2023-12-31 | $1.7M | 11k | 157.24 |
| 2023-09-30 | $1.9M | 12k | 155.87 |
| 2023-06-30 | $2.1M | 12k | 179.25 |
| 2023-03-31 | $2.4M | 12k | 193.98 |
| 2022-12-31 | $1.9M | 11k | 173.83 |
| 2022-09-30 | $1.6M | 9.6k | 161.52 |
| 2022-06-30 | $1.7M | 9.3k | 182.59 |
| 2022-03-31 | $1.3M | 6.3k | 214.51 |
| 2021-12-31 | $1.0M | 4.8k | 214.45 |
| 2021-09-30 | $823k | 4.5k | 182.16 |
| 2021-06-30 | $824k | 4.0k | 207.87 |
| 2021-03-31 | $568k | 3.3k | 170.01 |
| 2020-12-31 | $464k | 2.8k | 168.54 |
| 2020-09-30 | $950k | 5.7k | 166.58 |
| 2020-06-30 | $909k | 8.2k | 111.14 |
| 2020-03-31 | $625k | 6.7k | 93.46 |