Number of Shares
183,668.00
Current Holdings Value*
$20.20 Mil
% of Portfolio
3.08%
Total Estimate Gain
$-12.41 Mil
% of Total Estimate Gain
-39.66%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s United Parcel Service Inc Holding Summary

As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 183,668.00 shares of United Parcel Service Inc(UPS), totaling $20.20 Mil. This investment constitutes 3.08% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 5 purchases of UPS, at an average price of $170.14, for a total of 183,830.00 shares. In addition, there have been 1 sales at an average price of $151.19 for 162.00 shares. Based on historical transaction data and UPS's current price of $102.62, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his UPS holdings is $-12.41 Mil, reflecting a -39.66% gain to date.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. UPS ($102.62) Holding Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. UPS ($102.62) 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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