Number of Shares
3,642.00
Current Holdings Value*
$400,580.00
% of Portfolio
7.79%
Total Estimate Gain
$-91,565.23
% of Total Estimate Gain
-20.22%

Spurstone Advisory Services, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Spurstone Advisory Services, LLC held 3,642.00 shares of United Parcel Service Inc(UPS), totaling $400,580.00. This investment constitutes 7.79% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2024Q4. And since then Spurstone Advisory Services, LLC has made 1 purchases of UPS, at an average price of $124.36, for a total of 3,642.00 shares. Based on historical transaction data and UPS's current price of $99.22, Spurstone Advisory Services, LLC's estimated gain on his UPS holdings is $-91,565.23, reflecting a -20.22% gain to date.

Spurstone Advisory Services, LLC UPS ($99.22) Holding Chart

Spurstone Advisory Services, LLC UPS ($99.22) 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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