UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,564 Value ($000) $3,131 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 49,750 Value ($000) $4,156 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 53,799 Value ($000) $5,431 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 47,417 Value ($000) $5,215 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 53,093 Value ($000) $6,695 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 48,196 Value ($000) $6,571 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 47,534 Value ($000) $6,505 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 57,405 Value ($000) $8,532 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 58,677 Value ($000) $9,226 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 60,802 Value ($000) $9,477 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 65,556 Value ($000) $11,751 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 64,978 Value ($000) $13 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 34,488 Value ($000) $6 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 15,191 Value ($000) $2,454 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 14,190 Value ($000) $2,590 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 12,865 Value ($000) $2,759 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 10,804 Value ($000) $2,316 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 9,896 Value ($000) $1,802 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 8,680 Value ($000) $1,805 Avg Close $164.16 Range $138.21 - $179.76
Q1 2021
Shares 8,659 Value ($000) $1,472 Avg Close $131.98 Range $125.90 - $139.99
Q4 2020
Shares 5,677 Value ($000) $956 Avg Close $136.91 Range $125.53 - $143.93
Q3 2020
Shares 4,936 Value ($000) $822 Avg Close $117.34 Range $90.83 - $139.06
Q2 2020
Shares 4,975 Value ($000) $553 Avg Close $79.74 Range $70.25 - $90.00
Q1 2020
Shares 5,703 Value ($000) $533 Avg Close $81.89 Range $65.20 - $93.88
Q4 2019
Shares 5,439 Value ($000) $637 Avg Close $92.83 Range $87.32 - $97.89
Q2 2019
Shares 1,963 Value ($000) $203 Avg Close $80.15 Range $71.77 - $88.26
Q1 2019
Shares 1,808 Value ($000) $202 Avg Close $80.97 Range $71.64 - $86.63