Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-620,259.45
% of Total Estimate Gain
-19.57%

Rockline Wealth Management, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Rockline Wealth Management, LLC held - shares of United Parcel Service Inc(UPS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 3 purchases of UPS, at an average price of $148.95, for a total of 21,281.00 shares. In addition, there have been 2 sales at an average price of $119.80 for 21,281.00 shares. Based on historical transaction data and UPS's current price of $100.72, Rockline Wealth Management, LLC's estimated gain on his UPS holdings is $-620,259.45, reflecting a -19.57% gain to date.

Rockline Wealth Management, LLC UPS ($100.72) Holding Chart

Rockline Wealth Management, LLC UPS ($100.72) 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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