Capital Square, LLC UPS Holdings History

Number of Shares
13,861.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-459,812.32
% of Total Estimate Gain
-23.59%

Capital Square, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Capital Square, LLC held 13,861.00 shares of United Parcel Service Inc(UPS), totaling $1.52 Mil. This investment constitutes 0.9% of their stock portfolio, and Capital Square, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2019Q4. And since then Capital Square, LLC has made 13 purchases of UPS, at an average price of $132.69, for a total of 14,691.00 shares. In addition, there have been 5 sales at an average price of $137.56 for 830.00 shares. Based on historical transaction data and UPS's current price of $99.22, Capital Square, LLC's estimated gain on his UPS holdings is $-459,812.32, reflecting a -23.59% gain to date.

Capital Square, LLC UPS ($99.22) Holding Chart

Capital Square, LLC UPS ($99.22) 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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