United Parcel Service shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $451k | 3.0k | 148.63 |
| 2023-12-31 | $486k | 3.1k | 157.23 |
| 2023-09-30 | $491k | 3.2k | 155.87 |
| 2023-06-30 | $551k | 3.1k | 179.25 |
| 2023-03-31 | $610k | 3.1k | 193.99 |
| 2022-12-31 | $598k | 3.4k | 173.84 |
| 2022-09-30 | $548k | 3.4k | 161.56 |
| 2022-06-30 | $625k | 3.4k | 182.54 |
| 2022-03-31 | $735k | 3.4k | 214.54 |
| 2021-12-31 | $760k | 3.6k | 213.96 |
| 2021-09-30 | $668k | 3.7k | 181.92 |
| 2021-06-30 | $774k | 3.7k | 207.95 |
| 2021-03-31 | $658k | 3.9k | 169.89 |
| 2020-12-31 | $657k | 3.9k | 168.50 |
| 2020-09-30 | $668k | 4.0k | 166.71 |
| 2020-06-30 | $453k | 4.1k | 111.17 |
| 2020-03-31 | $492k | 5.3k | 93.43 |
| 2019-12-31 | $39k | 401 | 97.26 |
| 2019-09-30 | $276k | 2.3k | 119.90 |
| 2019-03-31 | $39k | 401 | 97.26 |
| 2018-12-31 | $39k | 401 | 97.26 |