Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.15 Mil
% of Total Estimate Gain
-40.47%

Stone Summit Wealth LLC's United Parcel Service Inc Holding Summary

As of 2025-06-30, Stone Summit Wealth LLC held - shares of United Parcel Service Inc(UPS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Stone Summit Wealth LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 6 purchases of UPS, at an average price of $201.09, for a total of 14,117.00 shares. In addition, there have been 8 sales at an average price of $119.71 for 14,117.00 shares. Based on historical transaction data and UPS's current price of $99.22, Stone Summit Wealth LLC's estimated gain on his UPS holdings is $-1.15 Mil, reflecting a -40.47% gain to date.

Stone Summit Wealth LLC UPS ($99.22) Holding Chart

Stone Summit Wealth 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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