CapWealth Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.1M | Buy |
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|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.15M | Buy |
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|
2023
Q3 | $8.96M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $10.8M | Sell |
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|
2021
Q2 | $17.2M | Buy |
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|
2021
Q1 | $14M | Sell |
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|
2020
Q4 | $14.6M | Sell |
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|
2020
Q3 | $19.4M | Sell |
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|
2020
Q2 | $13.1M | Buy |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $12.4M | Sell |
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|
2019
Q3 | $12.9M | Buy |
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|
2019
Q2 | $10.9M | Buy |
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|
2019
Q1 | $11.5M | Sell |
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|
2018
Q4 | $10M | Buy |
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|
2018
Q3 | $8.94M | Buy |
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|
2018
Q2 | $7.84M | Buy |
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|
2018
Q1 | $7.54M | Buy |
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|
2017
Q4 | $8.4M | Buy |
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|
2017
Q3 | $8.25M | Buy |
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|
2017
Q2 | $7.52M | Buy |
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|
2017
Q1 | $7.14M | Buy |
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|
2016
Q4 | $7.55M | Buy |
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|
2016
Q3 | $7.09M | Buy |
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|
2016
Q2 | $6.93M | Sell |
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|
2016
Q1 | $6.82M | Buy |
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|
2015
Q4 | $6.1M | Sell |
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|
2015
Q3 | $6.3M | Buy |
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|
2015
Q2 | $6.09M | Buy |
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|
2015
Q1 | $5.75M | Buy |
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|
2014
Q4 | $6.36M | Buy |
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|
2014
Q3 | $5.44M | Buy |
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|
2014
Q2 | $5.44M | Buy |
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|
2014
Q1 | $4.85M | Buy |
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|
2013
Q4 | $3.47M | Sell |
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|
2013
Q3 | $3.19M | Buy |
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|
2013
Q2 | $2.92M | Buy |
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