Ownership history in CapWealth Advisors, LLC · 54 quarters on record
This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in UNITED PARCEL SERVICE INC CL COM (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 222,506 | +6,279 | +2.9% | 1.50% | $22.1M | $97.83 |
| 2025 Q3 | ADDED | 216,227 | +19,188 | +9.7% | 1.63% | $18.1M | $80.97 |
| 2025 Q2 | ADDED | 197,039 | +101,448 | +106.1% | 1.96% | $19.9M | $96.04 |
| 2025 Q1 | ADDED | 95,591 | +11,717 | +14.0% | 1.14% | $10.5M | $102.95 |
| 2024 Q4 | ADDED | 83,874 | +3,312 | +4.1% | 1.16% | $10.6M | $116.37 |
| 2024 Q3 | ADDED | 80,562 | +7,331 | +10.0% | 1.19% | $11.0M | $124.29 |
| 2024 Q2 | ADDED | 73,231 | +570 | +0.8% | 1.27% | $10.0M | $123.18 |
| 2024 Q1 | ADDED | 72,661 | +14,477 | +24.9% | 1.21% | $10.8M | $132.31 |
| 2023 Q4 | ADDED | 58,184 | +686 | +1.2% | 1.12% | $9.1M | $138.42 |
| 2023 Q3 | ADDED | 57,498 | +1,159 | +2.1% | 1.15% | $9.0M | $135.63 |
As of 2025 Q4 — sorted by position size