Shakespeare Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
4,107
+45
| +1% | +$4.54K | 0.11% | 67 |
|
|
2025
Q1 | $447K | Sell |
4,062
-19
| -0.5% | -$2.09K | 0.12% | 68 |
|
|
2024
Q4 | $515K | Sell |
4,081
-186
| -4% | -$23.5K | 0.14% | 63 |
|
|
2024
Q3 | $582K | Buy |
4,267
+15
| +0.4% | +$2.05K | 0.15% | 58 |
|
|
2024
Q2 | $582K | Buy |
4,252
+4
| +0.1% | +$547 | 0.17% | 49 |
|
|
2024
Q1 | $631K | Hold |
4,248
| – | – | 0.18% | 51 |
|
|
2023
Q4 | $668K | Sell |
4,248
-8
| -0.2% | -$1.26K | 0.21% | 45 |
|
|
2023
Q3 | $663K | Buy |
4,256
+3,066
| +258% | +$478K | 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 | +$207K | 0.08% | 75 |
|