Number of Shares
169,081.00
Current Holdings Value*
$18.60 Mil
% of Portfolio
5.97%
Total Estimate Gain
$-4.15 Mil
% of Total Estimate Gain
-17.93%

Measured Wealth Private Client Group, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Measured Wealth Private Client Group, LLC held 169,081.00 shares of United Parcel Service Inc(UPS), totaling $18.60 Mil. This investment constitutes 5.97% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.02% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 11 purchases of UPS, at an average price of $127.37, for a total of 181,584.00 shares. In addition, there have been 8 sales at an average price of $136.72 for 12,503.00 shares. Based on historical transaction data and UPS's current price of $102.15, Measured Wealth Private Client Group, LLC's estimated gain on his UPS holdings is $-4.15 Mil, reflecting a -17.93% gain to date.

Measured Wealth Private Client Group, LLC UPS ($102.15) Holding Chart

Measured Wealth Private Client Group, LLC UPS ($102.15) 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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