Number of Shares
238,202.00
Current Holdings Value*
$26.20 Mil
% of Portfolio
1.52%
Total Estimate Gain
$-3.42 Mil
% of Total Estimate Gain
-9.42%

SMITH CHAS P & ASSOCIATES PA CPAS's United Parcel Service Inc Holding Summary

As of 2025-03-31, SMITH CHAS P & ASSOCIATES PA CPAS held 238,202.00 shares of United Parcel Service Inc(UPS), totaling $26.20 Mil. This investment constitutes 1.52% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.03% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2018Q2. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 21 purchases of UPS, at an average price of $123.77, for a total of 293,541.00 shares. In addition, there have been 7 sales at an average price of $146.50 for 55,339.00 shares. Based on historical transaction data and UPS's current price of $104.13, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his UPS holdings is $-3.42 Mil, reflecting a -9.42% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS UPS ($104.13) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS UPS ($104.13) 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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