Number of Shares
20,771.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
1.54%
Total Estimate Gain
$-352,619.34
% of Total Estimate Gain
-14.19%

ISLAY CAPITAL MANAGEMENT, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, ISLAY CAPITAL MANAGEMENT, LLC held 20,771.00 shares of United Parcel Service Inc(UPS), totaling $2.28 Mil. This investment constitutes 1.54% of their stock portfolio, and ISLAY CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2022Q4. And since then ISLAY CAPITAL MANAGEMENT, LLC has made 2 purchases of UPS, at an average price of $119.59, for a total of 20,778.00 shares. In addition, there have been 1 sales at an average price of $183.43 for 7.00 shares. Based on historical transaction data and UPS's current price of $102.59, ISLAY CAPITAL MANAGEMENT, LLC's estimated gain on his UPS holdings is $-352,619.34, reflecting a -14.19% gain to date.

ISLAY CAPITAL MANAGEMENT, LLC UPS ($102.59) Holding Chart

ISLAY CAPITAL MANAGEMENT, LLC UPS ($102.59) 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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