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PRW Wealth Management LLC

SEC CIK
0001760472
Latest filing
Nov 1, 2023

UPS holding history

United Parcel Service Inc in every 13F filed by PRW Wealth Management 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 Q3 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of UPS by PRW Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−983−100.0%Sold outHolders
Q1 2022983$211.0K0.1%00.0%UnchangedHolders
Q4 2021983$211.0K0.1%+983NewHolders
Q3 20210$00.0%−3,557−100.0%Sold outHolders
Q2 20213,557$740.0K0.2%+3,557NewHolders