9258 Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $765K | Buy |
3,105
+38
| +1% | +$9.37K | 0.11% | 148 |
|
|
2024
Q2 | $694K | Buy |
3,067
+6
| +0.2% | +$1.36K | 0.11% | 158 |
|
|
2024
Q1 | $753K | Sell |
3,061
-63
| -2% | -$15.5K | 0.12% | 149 |
|
|
2023
Q4 | $767K | Buy |
3,124
+65
| +2% | +$16K | 0.13% | 142 |
|
|
2023
Q3 | $623K | Buy |
3,059
+96
| +3% | +$19.5K | 0.12% | 150 |
|
|
2023
Q2 | $606K | Buy |
2,963
+79
| +3% | +$16.2K | 0.11% | 155 |
|
|
2023
Q1 | $580K | Buy |
2,884
+60
| +2% | +$12.1K | 0.12% | 160 |
|
|
2022
Q4 | $585K | Sell |
2,824
-284
| -9% | -$58.8K | 0.13% | 154 |
|
|
2022
Q3 | $606K | Sell |
3,108
-328
| -10% | -$64K | 0.15% | 141 |
|
|
2022
Q2 | $733K | Buy |
3,436
+36
| +1% | +$7.68K | 0.19% | 130 |
|
|
2022
Q1 | $929K | Sell |
3,400
-230
| -6% | -$62.8K | 0.22% | 113 |
|
|
2021
Q4 | $915K | Buy |
3,630
+286
| +9% | +$72.1K | 0.21% | 117 |
|
|
2021
Q3 | $655K | Buy |
3,344
+207
| +7% | +$40.5K | 0.17% | 139 |
|
|
2021
Q2 | $690K | Buy |
3,137
+233
| +8% | +$51.3K | 0.19% | 137 |
|
|
2021
Q1 | $640K | Sell |
2,904
-34
| -1% | -$7.49K | 0.19% | 132 |
|
|
2020
Q4 | $612K | Buy |
2,938
+124
| +4% | +$25.8K | 0.2% | 129 |
|
|
2020
Q3 | $499K | Buy |
2,814
+38
| +1% | +$6.74K | 0.19% | 134 |
|
|
2020
Q2 | $469K | Buy |
2,776
+8
| +0.3% | +$1.35K | 0.19% | 143 |
|
|
2020
Q1 | $440K | Buy |
2,768
+176
| +7% | +$28K | 0.19% | 137 |
|
|
2019
Q4 | $469K | Buy |
2,592
+928
| +56% | +$168K | 0.17% | 151 |
|
|
2019
Q3 | $270K | Sell |
1,664
-16
| -1% | -$2.6K | 0.21% | 140 |
|
|
2019
Q2 | $284K | Buy |
1,680
+447
| +36% | +$75.6K | 0.23% | 132 |
|
|
2019
Q1 | $206K | Buy |
+1,233
| New | +$206K | 0.18% | 152 |
|