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Spurstone Advisory Services, LLC → UPS
Spurstone Advisory Services, LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
5
Latest value
$299K
Q3 2026
Peak value
$371K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $304K |
| Q4 2025 | $371K |
| Q1 2026 | $363K |
| Q2 2026 | $349K |
| Q3 2026 | $299K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $299K | 3.2K | — | — |
| Q2 2026 | $349K | 3.2K | — | — |
| Q1 2026 | $363K | 3.7K | — | — |
| Q4 2025 | $371K | 3.7K | — | — |
| Q3 2025 | $304K | 3.6K | — | — |