9258 Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $765K | Buy |
|
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|
2024
Q2 | $694K | Buy |
|
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|
2024
Q1 | $753K | Sell |
|
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|
2023
Q4 | $767K | Buy |
|
|||||
|
2023
Q3 | $623K | Buy |
|
|||||
|
2023
Q2 | $606K | Buy |
|
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|
2023
Q1 | $580K | Buy |
|
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|
2022
Q4 | $585K | Sell |
|
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|
2022
Q3 | $606K | Sell |
|
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|
2022
Q2 | $733K | Buy |
|
|||||
|
2022
Q1 | $929K | Sell |
|
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|
2021
Q4 | $915K | Buy |
|
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|
2021
Q3 | $655K | Buy |
|
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|
2021
Q2 | $690K | Buy |
|
|||||
|
2021
Q1 | $640K | Sell |
|
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|
2020
Q4 | $612K | Buy |
|
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|
2020
Q3 | $499K | Buy |
|
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|
2020
Q2 | $469K | Buy |
|
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|
2020
Q1 | $440K | Buy |
|
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|
2019
Q4 | $469K | Buy |
|
|||||
|
2019
Q3 | $270K | Sell |
|
|||||
|
2019
Q2 | $284K | Buy |
|
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|
2019
Q1 | $206K | Buy |
|