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United Parcel Service shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 13k 148.63
2023-12-31 $2.0M 13k 157.23
2023-09-30 $2.0M 13k 155.88
2023-06-30 $2.3M 13k 179.25
2023-03-31 $2.5M 13k 193.99
2022-12-31 $2.3M 13k 173.84
2022-09-30 $2.1M 13k 161.53
2022-06-30 $2.4M 13k 182.55
2022-03-31 $2.9M 14k 214.46
2021-12-31 $2.9M 13k 214.35
2021-09-30 $2.4M 13k 182.08
2021-06-30 $2.8M 13k 207.94
2021-03-31 $2.2M 13k 169.99
2020-12-31 $2.1M 12k 168.41
2020-09-30 $1.6M 9.6k 166.60
2020-06-30 $1.0M 9.3k 111.23
2020-03-31 $837k 9.0k 93.39
2019-12-31 $1.2M 1.2k 1000.00
2019-09-30 $1.2M 10k 119.81
2019-06-30 $1.1M 11k 103.26
2019-03-31 $1.3M 12k 111.72
2018-09-30 $1.3M 11k 117.32
2018-06-30 $1.2M 11k 106.56
2018-03-31 $1.2M 11k 113.12
2017-12-31 $1.4M 11k 119.15
2017-09-30 $1.3M 11k 119.92
2017-06-30 $1.2M 11k 110.20