Number of Shares
7,525.00
Current Holdings Value*
$827,680.00
% of Portfolio
0.58%
Total Estimate Gain
$-310,543.14
% of Total Estimate Gain
-28.45%

Taylor Financial Group, Inc.'s United Parcel Service Inc Holding Summary

As of 2025-03-31, Taylor Financial Group, Inc. held 7,525.00 shares of United Parcel Service Inc(UPS), totaling $827,680.00. This investment constitutes 0.58% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 3 purchases of UPS, at an average price of $140.82, for a total of 7,750.00 shares. In addition, there have been 1 sales at an average price of $152.01 for 225.00 shares. Based on historical transaction data and UPS's current price of $99.22, Taylor Financial Group, Inc.'s estimated gain on his UPS holdings is $-310,543.14, reflecting a -28.45% gain to date.

Taylor Financial Group, Inc. UPS ($99.22) Holding Chart

Taylor Financial Group, Inc. 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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