United Parcel Service shares owned by West Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.8k | 58 | 99.21 |
| 2023-09-30 | $4.8k | 31 | 155.87 |
| 2022-03-31 | $8.0k | 35 | 228.57 |
| 2021-12-31 | $43k | 200 | 215.00 |
| 2021-09-30 | $36k | 200 | 180.00 |
| 2021-06-30 | $42k | 200 | 210.00 |
| 2021-03-31 | $34k | 200 | 170.00 |
| 2020-12-31 | $34k | 200 | 170.00 |