United Parcel Service shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $216k | 2.0k | 109.99 |
| 2024-12-31 | $262k | 2.1k | 126.10 |
| 2024-09-30 | $301k | 2.2k | 136.34 |
| 2024-06-30 | $366k | 2.7k | 136.85 |
| 2024-03-31 | $481k | 3.2k | 148.63 |
| 2023-09-30 | $620k | 4.0k | 155.86 |
| 2023-06-30 | $802k | 4.5k | 179.26 |
| 2023-03-31 | $1.3M | 6.6k | 194.00 |
| 2022-12-31 | $1.3M | 7.4k | 173.84 |
| 2022-09-30 | $1.2M | 7.4k | 161.50 |
| 2022-06-30 | $1.4M | 7.6k | 182.58 |
| 2022-03-31 | $2.1M | 9.7k | 214.50 |
| 2021-12-31 | $2.0M | 9.2k | 214.29 |
| 2021-09-30 | $1.5M | 8.4k | 182.11 |
| 2021-06-30 | $1.9M | 9.1k | 207.96 |
| 2021-03-31 | $1.4M | 8.4k | 170.02 |
| 2020-12-31 | $1.2M | 7.1k | 168.42 |
| 2020-09-30 | $334k | 2.0k | 166.58 |
| 2020-06-30 | $319k | 2.9k | 111.34 |
| 2020-03-31 | $610k | 6.5k | 93.42 |
| 2019-12-31 | $755k | 6.5k | 117.05 |
| 2019-09-30 | $1.0M | 8.6k | 119.77 |
More positions owned by Williams Jones Wealth Management
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