Barnes Dennig Private Wealth Management LLC UPS Holdings History
Number of Shares
24,223.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
4.03%
Total Estimate Gain
$-412,759.92
% of Total Estimate Gain
-14.25%
Barnes Dennig Private Wealth Management LLC's United Parcel Service Inc Holding Summary
As of 2025-03-31, Barnes Dennig Private Wealth Management LLC held 24,223.00 shares of United Parcel Service Inc(UPS), totaling $2.66 Mil. This investment constitutes 4.03% of their stock portfolio, and Barnes Dennig Private Wealth Management LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and UPS's current price of $102.53, Barnes Dennig Private Wealth Management LLC's estimated gain on his UPS holdings is $-412,759.92, reflecting a -14.25% gain to date.
Barnes Dennig Private Wealth Management LLC UPS ($102.53) Holding Chart
Barnes Dennig Private Wealth Management LLC UPS ($102.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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