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United Parcel Service shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $566k 4.0k 142.89
2023-12-31 $498k 3.2k 156.53
2023-09-30 $705k 4.6k 152.06
2023-06-30 $1.0M 5.7k 179.26
2023-03-31 $1.0M 5.6k 182.19
2022-12-31 $1.0M 5.4k 187.41