Number of Shares
81,858.00
Current Holdings Value*
$8.26 Mil
% of Portfolio
2.01%
Total Estimate Gain
$-5.67 Mil
% of Total Estimate Gain
-41.00%

Waypoint Wealth Partners Inc.'s United Parcel Service Inc Holding Summary

As of 2025-06-30, Waypoint Wealth Partners Inc. held 81,858.00 shares of United Parcel Service Inc(UPS), totaling $8.26 Mil. This investment constitutes 2.01% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.01% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2020Q4. And since then Waypoint Wealth Partners Inc. has made 1 purchases of UPS, at an average price of $168.87, for a total of 81,869.00 shares. In addition, there have been 1 sales at an average price of $176.67 for 11.00 shares. Based on historical transaction data and UPS's current price of $99.63, Waypoint Wealth Partners Inc.'s estimated gain on his UPS holdings is $-5.67 Mil, reflecting a -41.00% gain to date.

Waypoint Wealth Partners Inc. UPS ($99.63) Holding Chart

Waypoint Wealth Partners Inc. UPS ($99.63) 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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