Number of Shares
342,530.00
Current Holdings Value*
$37.67 Mil
% of Portfolio
9.9%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
5.67%

Centric Wealth Management's United Parcel Service Inc Holding Summary

As of 2025-03-31, Centric Wealth Management held 342,530.00 shares of United Parcel Service Inc(UPS), totaling $37.67 Mil. This investment constitutes 9.9% of their stock portfolio, and Centric Wealth Management now holds 0.04% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2018Q4. And since then Centric Wealth Management has made 4 purchases of UPS, at an average price of $112.03, for a total of 452,593.00 shares. In addition, there have been 21 sales at an average price of $171.62 for 110,063.00 shares. Based on historical transaction data and UPS's current price of $101.27, Centric Wealth Management's estimated gain on his UPS holdings is $2.87 Mil, reflecting a 5.67% gain to date.

Centric Wealth Management UPS ($101.27) Holding Chart

Centric Wealth Management UPS ($101.27) 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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