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United Parcel Service shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 14k 157.23
2023-09-30 $2.1M 14k 155.87
2023-06-30 $2.4M 14k 179.25
2023-03-31 $2.6M 14k 193.99
2022-12-31 $2.4M 14k 173.84
2022-09-30 $2.2M 14k 161.54
2022-06-30 $2.5M 14k 182.51
2022-03-31 $2.9M 14k 214.43
2021-12-31 $3.1M 14k 214.32
2021-09-30 $2.7M 15k 182.13
2021-06-30 $3.1M 15k 207.95
2020-06-30 $465k 4.2k 111.22