United Parcel Service shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in United Parcel Service
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All positions including United Parcel Service held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 4.1k | 83.53 |
| 2025-06-30 | $415k | 4.1k | 100.94 |
| 2025-03-31 | $447k | 4.1k | 109.99 |
| 2024-12-31 | $515k | 4.1k | 126.10 |
| 2024-09-30 | $582k | 4.3k | 136.34 |
| 2024-03-31 | $631k | 4.2k | 148.63 |
| 2023-09-30 | $663k | 4.3k | 155.87 |
| 2023-06-30 | $213k | 1.2k | 179.25 |
| 2023-03-31 | $231k | 1.2k | 193.99 |
| 2022-12-31 | $207k | 1.2k | 173.84 |
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