CROWLEY WEALTH MANAGEMENT, INC. UPS Holdings History
Number of Shares
8,774.00
Current Holdings Value*
$885,650.00
% of Portfolio
0.81%
Total Estimate Gain
$-371,455.13
% of Total Estimate Gain
-21.52%
CROWLEY WEALTH MANAGEMENT, INC.'s United Parcel Service Inc Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 8,774.00 shares of United Parcel Service Inc(UPS), totaling $885,650.00. This investment constitutes 0.81% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $102.72 for 4,343.00 shares. Based on historical transaction data and UPS's current price of $103.53, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his UPS holdings is $-371,455.13, reflecting a -21.52% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. UPS ($103.53) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. UPS ($103.53) 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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