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UPSUPS

Showing 4 of 26 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in United Parcel Service, Inc.

No. Capital Wealth Planning exited its UPS (United Parcel Service) position in Q2 2025. Its Q1 2025 13F listed 2,966 shares worth $326,279. Capital Wealth Planning already held UPS in its Q1 2019 13F, the earliest on record, and held it in 25 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$887,603

Total Shares Change

-6,510

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q2
Latest
Exited
0
-100.0%
$00.0%$92.96
0
2025-Q1
Decreased
2,966
-5.2%
$326,2790.0%$99.66
0
2024-Q4
Decreased
3,128
-52.0%
$394,4950.0%$112.64
0
2024-Q3
Decreased
6,510
-23.7%
$887,6030.0%$120.31
0

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