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
2026 Q1	$376K	Sell	3,825 -312	-8%	-$33.5K	0.09%	71
2025 Q4	$410K	Buy	4,137 +55	+1%	+$5.14K	0.09%	72
2025 Q3	$341K	Sell	4,082 -25	-0.6%	-$2.26K	0.08%	76
2025 Q2	$415K	Buy	4,107 +45	+1%	+$4.43K	0.11%	67
2025 Q1	$447K	Sell	4,062 -19	-0.5%	-$2.27K	0.12%	68
2024 Q4	$515K	Sell	4,081 -186	-4%	-$24.5K	0.14%	63
2024 Q3	$582K	Buy	4,267 +15	+0.4%	+$1.97K	0.15%	58
2024 Q2	$582K	Buy	4,252 +4	+0.1%	+$573	0.17%	49
2024 Q1	$631K	Hold	4,248	–	–	0.18%	51
2023 Q4	$668K	Sell	4,248 -8	-0.2%	-$1.21K	0.21%	45
2023 Q3	$663K	Buy	4,256 +3,066	+258%	+$529K	0.23%	40
2023 Q2	$213K	Hold	1,190	–	–	0.07%	76
2023 Q1	$231K	Hold	1,190	–	–	0.08%	69
2022 Q4	$207K	Buy	+1,190	New	+$206K	0.08%	75