Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $282K | Buy |
1,363
+6
| +0.4% | +$1.24K | 0.17% | 99 |
|
|
2022
Q3 | $264K | Buy |
1,357
+7
| +0.5% | +$1.36K | 0.2% | 98 |
|
|
2022
Q2 | $288K | Buy |
1,350
+19
| +1% | +$4.05K | 0.2% | 97 |
|
|
2022
Q1 | $364K | Buy |
1,331
+4
| +0.3% | +$1.09K | 0.22% | 89 |
|
|
2021
Q4 | $334K | Sell |
1,327
-354
| -21% | -$89.1K | 0.2% | 97 |
|
|
2021
Q3 | $329K | Buy |
1,681
+7
| +0.4% | +$1.37K | 0.21% | 100 |
|
|
2021
Q2 | $368K | Buy |
1,674
+6
| +0.4% | +$1.32K | 0.24% | 94 |
|
|
2021
Q1 | $368K | Sell |
1,668
-94
| -5% | -$20.7K | 0.26% | 88 |
|
|
2020
Q4 | $367K | Buy |
1,762
+7
| +0.4% | +$1.46K | 0.27% | 84 |
|
|
2020
Q3 | $346K | Buy |
1,755
+6
| +0.3% | +$1.18K | 0.28% | 82 |
|
|
2020
Q2 | $296K | Buy |
1,749
+6
| +0.3% | +$1.02K | 0.27% | 83 |
|
|
2020
Q1 | $246K | Buy |
1,743
+7
| +0.4% | +$988 | 0.28% | 85 |
|
|
2019
Q4 | $314K | Sell |
1,736
-17
| -1% | -$3.08K | 0.3% | 89 |
|
|
2019
Q3 | $284K | Buy |
1,753
+5
| +0.3% | +$810 | 0.28% | 92 |
|
|
2019
Q2 | $296K | Sell |
1,748
-194
| -10% | -$32.9K | 0.3% | 90 |
|
|
2019
Q1 | $324K | Sell |
1,942
-20
| -1% | -$3.34K | 0.29% | 84 |
|
|
2018
Q4 | $271K | Buy |
1,962
+7
| +0.4% | +$967 | 0.28% | 84 |
|
|
2018
Q3 | $318K | Buy |
1,955
+6
| +0.3% | +$976 | 0.29% | 83 |
|
|
2018
Q2 | $276K | Buy |
1,949
+542
| +39% | +$76.8K | 0.27% | 87 |
|
|
2018
Q1 | $189K | Buy |
1,407
+25
| +2% | +$3.36K | 0.19% | 101 |
|
|
2017
Q4 | $185K | Buy |
+1,382
| New | +$185K | 0.18% | 99 |
|