Question 1

How many shares of UPS does Capital Wealth Planning, LLC own?

Accepted Answer

Capital Wealth Planning, LLC previously held 0 shares of UPS (UNITED PARCEL SERVICE-CL B) before exiting the position in 2025-Q2.

Question 2

What is Capital Wealth Planning, LLC's UPS position worth?

Accepted Answer

Capital Wealth Planning, LLC's UPS position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is Capital Wealth Planning, LLC buying or selling UPS?

Accepted Answer

In 2025-Q2, Capital Wealth Planning, LLC exited their UPS position entirely (-100.0% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy UPS?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in UPS in 2019-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$97.61	0
2025-Q1	Decreased	2,966	-5.2%	$326,279	0.0%	$104.08	0
2024-Q4	Decreased	3,128	-52.0%	$394,495	0.0%	$117.26	0
2024-Q3	Decreased	6,510	-23.7%	$887,603	0.0%	$124.10	0
2024-Q2	Decreased	8,531	-28.3%	$1.2M	0.0%	$124.90	0
2024-Q1	Increased	11,892	+124.7%	$1.8M	0.0%	$134.16	42
2023-Q4	Decreased	5,292	-99.8%	$832,089	0.0%	$140.35	0
2023-Q3	Increased	2.2M	+14.7%	$342.9M	4.2%	$137.52	65
2023-Q2	Increased	1.9M	+42.2%	$343.8M	4.2%	$153.93	76
2023-Q1	Increased	1.3M	+368x	$255.5M	3.5%	$165.49	91
2022-Q4	Decreased	3,661	-99.8%	$636,490	0.0%	$149.24	0
2022-Q3	Increased	1.6M	+29.1%	$257.5M	4.7%	$140.61	71
2022-Q2	Increased	1.2M	+78.7%	$225.4M	4.4%	$152.91	86
2022-Q1	Increased	690,983	+309x	$148.2M	3.0%	$184.31	84
2021-Q4	Decreased	2,226	-95.8%	$477,000	0.0%	$177.75	0
2021-Q3	Decreased	52,880	-5.0%	$9.6M	0.3%	$152.76	0
2021-Q2	Decreased	55,657	-32.7%	$11.6M	0.3%	$170.77	0
2021-Q1	Increased	82,742	+0.2%	$14.1M	0.5%	$138.06	33
2020-Q4	Decreased	82,558	-9.6%	$13.1M	0.5%	$135.23	0
2020-Q3	Decreased	91,315	-22.0%	$15.2M	0.8%	$136.24	0
2020-Q2	Decreased	117,056	-1.3%	$13M	0.7%	$87.96	0
2020-Q1	Increased	118,639	+23.4%	$11.1M	0.7%	$77.79	48
2019-Q4	Increased	96,116	+0.4%	$11.3M	0.7%	$91.67	39
2019-Q3	Increased	95,724	+0.8%	$10.9M	0.7%	$92.92	39
2019-Q2	Increased	94,985	+3.8%	$9.8M	0.7%	$80.00	41
2019-Q1	New	91,479	-	$10.2M	6.7%	$85.74	86

UPS26 quarters

UPS
26 quarters