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Harrison & Co Wealth Management, LLC

SEC CIK
0001903858
Latest filing
Jan 17, 2023

UPS holding history

United Parcel Service Inc 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.

UPS overviewAll 13F holders of UPSFull Q4 2022 holdings

Shares (Q4 2022)
4,600
Value
$799.7K
% of portfolio
0.8%
Quarters held
5
Since Q4 2021
Holdings of UPS by Harrison & Co Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20224,600$799.7K0.8%+86+1.9%AddedHolders
Q3 20224,514$729.0K0.8%−282−5.9%ReducedHolders
Q2 20224,796$875.0K0.8%+410+9.3%AddedHolders
Q1 20224,386$941.0K0.8%−34−0.8%ReducedHolders
Q4 20214,420$947.0K0.8%–No prior filingHolders