Cascade Investment Advisors, Inc. UPS Holdings History
Cascade Investment Advisors, Inc.'s United Parcel Service Inc Holding Summary
As of 2025-03-31, Cascade Investment Advisors, Inc. held 10,620.00 shares of United Parcel Service Inc(UPS), totaling $1.17 Mil. This investment constitutes 0.79% of their stock portfolio, and Cascade Investment Advisors, Inc. now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2018Q2. And since then Cascade Investment Advisors, Inc. has made 4 purchases of UPS, at an average price of $121.11, for a total of 11,705.00 shares. In addition, there have been 5 sales at an average price of $159.62 for 1,085.00 shares. Based on historical transaction data and UPS's current price of $99.22, Cascade Investment Advisors, Inc.'s estimated gain on his UPS holdings is $-190,692.55, reflecting a -13.45% gain to date.
Cascade Investment Advisors, Inc. UPS ($99.22) Holding Chart
Cascade Investment Advisors, Inc. 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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