Live Oak Private Wealth LLC UPS Holdings History
Live Oak Private Wealth LLC's United Parcel Service Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 66,041.00 shares of United Parcel Service Inc(UPS), totaling $7.26 Mil. This investment constitutes 1.18% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.01% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2020Q1. And since then Live Oak Private Wealth LLC has made 16 purchases of UPS, at an average price of $123.60, for a total of 80,514.00 shares. In addition, there have been 5 sales at an average price of $165.12 for 14,473.00 shares. Based on historical transaction data and UPS's current price of $99.22, Live Oak Private Wealth LLC's estimated gain on his UPS holdings is $-1.01 Mil, reflecting a -10.14% gain to date.
Live Oak Private Wealth LLC UPS ($99.22) Holding Chart
Live Oak Private Wealth 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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