Altium 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
Q2 | $3.48M | Buy |
16,306
+1,407
| +9% | +$300K | 0.25% | 52 |
|
|
2022
Q1 | $4.07M | Buy |
14,899
+834
| +6% | +$228K | 0.26% | 50 |
|
|
2021
Q4 | $3.54M | Buy |
14,065
+817
| +6% | +$206K | 0.23% | 54 |
|
|
2021
Q3 | $2.6M | Buy |
13,248
+13
| +0.1% | +$2.55K | 0.19% | 65 |
|
|
2021
Q2 | $2.91M | Sell |
13,235
-792
| -6% | -$174K | 0.21% | 54 |
|
|
2021
Q1 | $3.09M | Buy |
14,027
+29
| +0.2% | +$6.39K | 0.25% | 48 |
|
|
2020
Q4 | $2.92M | Buy |
13,998
+259
| +2% | +$53.9K | 0.26% | 42 |
|
|
2020
Q3 | $2.71M | Buy |
13,739
+1,075
| +8% | +$212K | 0.28% | 40 |
|
|
2020
Q2 | $2.14M | Sell |
12,664
-202
| -2% | -$34.2K | 0.24% | 50 |
|
|
2020
Q1 | $1.82M | Buy |
12,866
+1,408
| +12% | +$199K | 0.25% | 52 |
|
|
2019
Q4 | $2.07M | Buy |
11,458
+2,200
| +24% | +$398K | 0.25% | 55 |
|
|
2019
Q3 | $1.5M | Buy |
9,258
+1,155
| +14% | +$187K | 0.2% | 65 |
|
|
2019
Q2 | $1.37M | Buy |
8,103
+991
| +14% | +$168K | 0.2% | 67 |
|
|
2019
Q1 | $1.19M | Buy |
7,112
+266
| +4% | +$44.5K | 0.19% | 70 |
|
|
2018
Q4 | $946K | Buy |
6,846
+786
| +13% | +$109K | 0.18% | 79 |
|
|
2018
Q3 | $987K | Buy |
6,060
+716
| +13% | +$117K | 0.19% | 83 |
|
|
2018
Q2 | $757K | Sell |
5,344
-1,684
| -24% | -$239K | 0.2% | 84 |
|
|
2018
Q1 | $944K | Buy |
7,028
+911
| +15% | +$122K | 0.37% | 48 |
|
|
2017
Q4 | $820K | Buy |
+6,117
| New | +$820K | 0.38% | 51 |
|