Marks Wealth, LLC UPS Holdings History

Number of Shares
6,083.00
Current Holdings Value*
$669,070.00
% of Portfolio
0.25%
Total Estimate Gain
$-131,142.90
% of Total Estimate Gain
-10.91%

Marks Wealth, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Marks Wealth, LLC held 6,083.00 shares of United Parcel Service Inc(UPS), totaling $669,070.00. This investment constitutes 0.25% of their stock portfolio, and Marks Wealth, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2021Q3. And since then Marks Wealth, LLC has made 2 purchases of UPS, at an average price of $141.65, for a total of 8,483.00 shares. In addition, there have been 1 sales at an average price of $189.34 for 2,400.00 shares. Based on historical transaction data and UPS's current price of $101.27, Marks Wealth, LLC's estimated gain on his UPS holdings is $-131,142.90, reflecting a -10.91% gain to date.

Marks Wealth, LLC UPS ($101.27) Holding Chart

Marks Wealth, LLC UPS ($101.27) 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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