IAMS WEALTH MANAGEMENT, LLC UPS Holdings History
IAMS WEALTH MANAGEMENT, LLC's United Parcel Service Inc Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 41,737.00 shares of United Parcel Service Inc(UPS), totaling $4.21 Mil. This investment constitutes 1.93% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 7 purchases of UPS, at an average price of $169.27, for a total of 80,323.00 shares. In addition, there have been 3 sales at an average price of $174.19 for 38,586.00 shares. Based on historical transaction data and UPS's current price of $103.53, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his UPS holdings is $-2.55 Mil, reflecting a -18.79% gain to date.
IAMS WEALTH MANAGEMENT, LLC UPS ($103.53) Holding Chart
IAMS WEALTH MANAGEMENT, LLC 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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