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Harrison & Co Wealth Management, LLC

SEC CIK
0001903858
Latest filing
Jan 17, 2023

UL holding history

Unilever PLC in every 13F filed by Harrison & Co Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UL overviewAll 13F holders of ULFull Q4 2022 holdings

Shares (Q4 2022)
16,227
Value
$817.0K
% of portfolio
0.8%
Quarters held
5
Since Q4 2021
Holdings of UL by Harrison & Co Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202216,227$817.0K0.8%−822−4.8%ReducedHolders
Q3 202217,049$747.0K0.8%−1,290−7.0%ReducedHolders
Q2 202218,339$840.0K0.8%+1,994+12.2%AddedHolders
Q1 202216,345$745.0K0.7%+1,587+10.8%AddedHolders
Q4 202114,758$794.0K0.7%–No prior filingHolders