Monte Financial Group, LLC UPS Holdings History
Monte Financial Group, LLC's United Parcel Service Inc Holding Summary
As of 2025-06-30, Monte Financial Group, LLC held 53,795.00 shares of United Parcel Service Inc(UPS), totaling $5.43 Mil. This investment constitutes 2.11% of their stock portfolio, and Monte Financial Group, LLC now holds 0.01% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2018Q2. And since then Monte Financial Group, LLC has made 8 purchases of UPS, at an average price of $119.10, for a total of 90,376.00 shares. In addition, there have been 7 sales at an average price of $158.23 for 36,581.00 shares. Based on historical transaction data and UPS's current price of $103.53, Monte Financial Group, LLC's estimated gain on his UPS holdings is $594,233.83, reflecting a 5.52% gain to date.
Monte Financial Group, LLC UPS ($103.53) Holding Chart
Monte Financial Group, LLC UPS ($103.53) 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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