Abundance Wealth Counselors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,147
| Closed | -$231K | – | 141 |
|
|
2023
Q1 | $231K | Sell |
1,147
-76
| -6% | -$15.3K | 0.06% | 133 |
|
|
2022
Q4 | $253K | Sell |
1,223
-74
| -6% | -$15.3K | 0.07% | 126 |
|
|
2022
Q3 | $253K | Buy |
1,297
+13
| +1% | +$2.54K | 0.07% | 119 |
|
|
2022
Q2 | $274K | Sell |
1,284
-111
| -8% | -$23.7K | 0.07% | 118 |
|
|
2022
Q1 | $381K | Sell |
1,395
-3,271
| -70% | -$893K | 0.1% | 103 |
|
|
2021
Q4 | $1.18M | Buy |
+4,666
| New | +$1.18M | 0.3% | 54 |
|
|
2021
Q3 | – | Sell |
-4,585
| Closed | -$1.01M | – | 105 |
|
|
2021
Q2 | $1.01M | Buy |
4,585
+587
| +15% | +$129K | 0.26% | 53 |
|
|
2021
Q1 | $881K | Buy |
3,998
+114
| +3% | +$25.1K | 0.22% | 53 |
|
|
2020
Q4 | $809K | Buy |
3,884
+41
| +1% | +$8.54K | 0.2% | 50 |
|
|
2020
Q3 | $757K | Buy |
3,843
+290
| +8% | +$57.1K | 0.22% | 42 |
|
|
2020
Q2 | $601K | Buy |
+3,553
| New | +$601K | 0.18% | 48 |
|