United Parcel Service shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Regent Peak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $464k | 3.1k | 148.62 |
2023-12-31 | $465k | 3.0k | 157.22 |
2023-09-30 | $452k | 2.9k | 155.88 |
2023-06-30 | $369k | 2.1k | 179.27 |
2023-03-31 | $429k | 2.2k | 193.97 |
2022-12-31 | $391k | 2.3k | 173.80 |
2022-09-30 | $433k | 2.7k | 161.21 |
2022-06-30 | $551k | 3.0k | 182.39 |
2022-03-31 | $590k | 2.8k | 214.39 |
2021-12-31 | $542k | 2.5k | 214.14 |
2021-09-30 | $449k | 2.5k | 182.15 |
2021-06-30 | $473k | 2.5k | 191.27 |
2021-03-31 | $476k | 2.8k | 169.94 |
2020-12-31 | $454k | 2.7k | 168.46 |
2020-09-30 | $328k | 2.0k | 166.84 |
2020-06-30 | $200k | 1.8k | 111.05 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors