Number of Shares
4,238.00
Current Holdings Value*
$466,130.00
% of Portfolio
0.4%
Total Estimate Gain
$-181,097.82
% of Total Estimate Gain
-20.07%

Ipsen Advisor Group LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Ipsen Advisor Group LLC held 4,238.00 shares of United Parcel Service Inc(UPS), totaling $466,130.00. This investment constitutes 0.4% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 1 purchases of UPS, at an average price of $138.32, for a total of 6,522.00 shares. In addition, there have been 1 sales at an average price of $131.58 for 2,284.00 shares. Based on historical transaction data and UPS's current price of $99.22, Ipsen Advisor Group LLC's estimated gain on his UPS holdings is $-181,097.82, reflecting a -20.07% gain to date.

Ipsen Advisor Group LLC UPS ($99.22) Holding Chart

Ipsen Advisor Group 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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