Harrison & Co Wealth Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$800K Buy
4,600
+86
+2% +$15K 0.77% 51
2022
Q3
$729K Sell
4,514
-282
-6% -$45.5K 0.77% 53
2022
Q2
$875K Buy
4,796
+410
+9% +$74.8K 0.83% 45
2022
Q1
$941K Sell
4,386
-34
-0.8% -$7.3K 0.82% 48
2021
Q4
$947K Buy
+4,420
New +$947K 0.8% 50