Shakespeare Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $341K | Sell |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $207K | Buy |
|