United Parcel Service shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 29k | 148.63 |
| 2023-12-31 | $4.8M | 31k | 157.23 |
| 2023-09-30 | $5.3M | 34k | 155.87 |
| 2023-06-30 | $6.4M | 36k | 179.25 |
| 2023-03-31 | $2.4M | 12k | 193.99 |
| 2022-12-31 | $2.1M | 12k | 173.83 |
| 2022-09-30 | $1.0M | 6.5k | 161.46 |
| 2022-06-30 | $1.2M | 6.4k | 182.46 |
| 2022-03-31 | $1.5M | 7.2k | 214.49 |
| 2021-12-31 | $1.7M | 7.8k | 214.40 |
| 2021-09-30 | $724k | 4.0k | 181.96 |
| 2021-06-30 | $821k | 3.9k | 207.95 |
| 2021-03-31 | $631k | 3.7k | 170.04 |
| 2020-12-31 | $368k | 2.2k | 168.34 |
| 2020-09-30 | $239k | 1.4k | 166.55 |
| 2020-03-31 | $278k | 2.8k | 98.79 |
| 2019-06-30 | $683k | 6.6k | 103.25 |
| 2018-12-31 | $487k | 4.8k | 100.81 |
| 2018-06-30 | $285k | 2.7k | 106.07 |
| 2018-03-31 | $10k | 93 | 107.53 |
| 2017-12-31 | $17k | 140 | 121.43 |
| 2017-09-30 | $277k | 2.3k | 120.02 |
| 2017-06-30 | $687k | 6.2k | 110.57 |
| 2017-03-31 | $677k | 6.3k | 107.27 |
| 2016-12-31 | $666k | 6.2k | 106.66 |
| 2016-09-30 | $503k | 4.6k | 109.30 |
| 2016-06-30 | $468k | 4.3k | 107.64 |
| 2016-03-31 | $491k | 4.3k | 113.32 |
| 2015-12-31 | $417k | 4.3k | 96.24 |
| 2015-09-30 | $269k | 2.7k | 98.79 |
| 2015-06-30 | $284k | 2.9k | 97.03 |
| 2011-09-30 | $1.0M | 6.5k | 161.46 |
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