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United Parcel Service shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2023-12-31 $400k 2.5k 157.23
2023-09-30 $500k 3.2k 155.89
2023-06-30 $568k 3.2k 179.26
2023-03-31 $557k 2.9k 193.98
2022-12-31 $470k 2.7k 176.75
2022-09-30 $372k 2.3k 161.46
2022-06-30 $884k 4.8k 182.57
2022-03-31 $1.1M 5.0k 214.49
2021-12-31 $1.0M 4.8k 214.37
2021-09-30 $913k 5.0k 182.31
2021-06-30 $993k 4.8k 207.91
2021-03-31 $327k 1.9k 169.96
2020-12-31 $325k 1.9k 168.66
2020-09-30 $339k 2.0k 166.67
2019-12-31 $244k 2.1k 117.08