Bridgeworth, LLC
- SEC CIK
- 0001691804
- Latest filing
- Jan 26, 2024
UPS holding history
United Parcel Service Inc in every 13F filed by Bridgeworth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPS overviewAll 13F holders of UPSFull Q4 2023 holdings
- Shares (Q4 2023)
- 22,475
- Value
- $3.53M
- % of portfolio
- 0.3%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 22,475 | $3.53M | 0.3% | −54−0.2% | Reduced | Holders |
| Q3 2023 | 22,529 | $3.51M | 0.4% | +70.0% | Added | Holders |
| Q2 2023 | 22,522 | $4.04M | 0.4% | −61−0.3% | Reduced | Holders |
| Q1 2023 | 22,583 | $4.38M | 0.6% | −30.0% | Reduced | Holders |
| Q4 2022 | 22,586 | $3.93M | 0.6% | +23+0.1% | Added | Holders |
| Q3 2022 | 22,563 | $3.65M | 0.8% | +49+0.2% | Added | Holders |
| Q2 2022 | 22,514 | $4.11M | 1.0% | +144+0.6% | Added | Holders |
| Q1 2022 | 22,370 | $4.80M | 1.1% | −36,384−61.9% | Reduced | Holders |
| Q4 2021 | 58,754 | $12.6M | 2.8% | +58,754 | New | Holders |