Shakespeare Wealth Management, LLC's ownership history for UPS

Shakespeare Wealth Management, LLC currently holds 3.8K shares with a market value of $376.3K. It started holding UPS on 2024-09-30. At its peak, it held 4.3K shares on 2024-09-30. Its highest holding value was $581.8K on 2024-09-30. At its lowest, it held 3.8K shares on 2026-03-31, with a value of $341.0K on 2025-09-30. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 257. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 237.