UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 2,971 Value ($000) $295 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 2,739 Value ($000) $229 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 2,743 Value ($000) $277 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 2,750 Value ($000) $302 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 2,895 Value ($000) $365 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 2,881 Value ($000) $393 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 4,334 Value ($000) $593 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 2,481 Value ($000) $369 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 2,481 Value ($000) $390 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 2,581 Value ($000) $402 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 2,196 Value ($000) $394 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 1,284 Value ($000) $249 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 1,153 Value ($000) $200 Avg Close $148.03 Range $131.72 - $164.49
Q1 2022
Shares 994 Value ($000) $213 Avg Close $177.17 Range $160.17 - $194.22