AFS Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,108
| Closed | -$429K | – | 98 |
|
|
2023
Q3 | $429K | Sell |
2,108
-231
| -10% | -$47K | 0.29% | 59 |
|
|
2023
Q2 | $479K | Buy |
2,339
+328
| +16% | +$67.1K | 0.31% | 54 |
|
|
2023
Q1 | $405K | Buy |
2,011
+96
| +5% | +$19.3K | 0.27% | 60 |
|
|
2022
Q4 | $397K | Buy |
+1,915
| New | +$397K | 0.28% | 59 |
|