Aris Wealth Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $9K | Sell |
105
-8,031
| -99% | -$688K | 0.02% | 233 |
|
|
2015
Q2 | $776K | Buy |
8,136
+315
| +4% | +$30K | 0.71% | 50 |
|
|
2015
Q1 | $847K | Buy |
7,821
+224
| +3% | +$24.3K | 0.79% | 36 |
|
|
2014
Q4 | $905K | Buy |
7,597
+27
| +0.4% | +$3.22K | 1.01% | 25 |
|
|
2014
Q3 | $821K | Sell |
7,570
-63
| -0.8% | -$6.83K | 1.02% | 22 |
|
|
2014
Q2 | $761K | Buy |
7,633
+5
| +0.1% | +$498 | 0.99% | 22 |
|
|
2014
Q1 | $716K | Buy |
7,628
+484
| +7% | +$45.4K | 1.05% | 22 |
|
|
2013
Q4 | $600K | Sell |
7,144
-922
| -11% | -$77.4K | 1.01% | 26 |
|
|
2013
Q3 | $627K | Buy |
8,066
+1,320
| +20% | +$103K | 1.15% | 20 |
|
|
2013
Q2 | $520K | Buy |
+6,746
| New | +$520K | 1.11% | 20 |
|